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Tucker Asset Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Tucker Asset Management’s Portfolio IEF Stock Details IEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$30.3K Sell
315
-43
-12% -$4.16K 0.01% 392
2025
Q3 		$34.5K Sell
358
-4,030
-92% -$385K 0.01% 200
2025
Q2 		$420K Buy
4,388
+3,929
+856% +$372K 0.13% 43
2025
Q1 		$43.8K Buy
459
+61
+15% +$5.71K 0.01% 175
2024
Q4 		$36.8K Buy
398
+98
+33% +$9.26K ﹤0.01% 411
2024
Q3 		$29.4K Sell
300
-216
-42% -$20.9K 0.01% 435
2024
Q2 		$48.3K Buy
516
+364
+239% +$33.8K 0.01% 402
2024
Q1 		$14.4K Sell
152
-426
-74% -$40.4K ﹤0.01% 759
2023
Q4 		$55.7K Buy
578
+5
+0.9% +$462 0.01% 322
2023
Q3 		$52.5K Sell
573
-284
-33% -$26.8K 0.01% 319
2023
Q2 		$82.8K Sell
857
-36
-4% -$3.54K 0.02% 189
2023
Q1 		$88.5K Buy
893
+118
+15% +$11.5K 0.03% 157
2022
Q4 		$74.5K Buy
775
+165
+27% +$15.8K 0.02% 113
2022
Q3 		$57.6K Buy
610
+37
+6% +$3.75K 0.02% 121
2022
Q2 		$58.6K Sell
573
-171
-23% -$17.5K 0.02% 87
2022
Q1 		$80K Buy
744
+44
+6% +$4.88K 0.03% 65
2021
Q4 		$80.6K Sell
700
-18
-3% -$2.07K 0.03% 61
2021
Q3 		$82.3K Buy
718
+127
+21% +$14.8K 0.03% 50
2021
Q2 		$68.3K Hold
591
– – 0.03% 49
2021
Q1 		$66.7K Sell
591
-23
-4% -$2.68K 0.04% 57
2020
Q4 		$73.6K Buy
+614
New +$73.9K 0.04% 45

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Tucker Asset Management's IEF Position: Q4 2025 in Review

Tucker Asset Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 12% in Q4 2025, selling an estimated $4.16K and leaving 315 shares worth $30.3K. The position accounts for 0.01% of the portfolio, ranked #392.

Tucker Asset Management first reported a position in IEF in Q4 2020 and has held it in 21 quarters since. The position peaked at $420K in Q2 2025. 1,090 funds tracked by Wall St. Rank hold IEF as of Q4 2025.

  • Tucker Asset Management held 315 shares of iShares 7-10 Year Treasury Bond ETF worth $30.3K as of Q4 2025.
  • Tucker Asset Management sold 43 iShares 7-10 Year Treasury Bond ETF shares in Q4 2025, an estimated $4.16K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.01% of Tucker Asset Management's portfolio in Q4 2025, its #392 holding.
  • Tucker Asset Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2020 and has held it in 21 quarters since.
  • Tucker Asset Management's iShares 7-10 Year Treasury Bond ETF position peaked at $420K in Q2 2025.
  • 1,090 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.