Valley National Advisers’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Valley National Advisers’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 Q1	–	Sell	-73	Closed	-$6K	–	823
2024 Q4	$6K	Buy	+73	New	+$6.9K	﹤0.01%	614
2023 Q2	–	Sell	-100	Closed	-$10K	–	987
2023 Q1	$10K	Buy	+100	New	+$9.78K	﹤0.01%	585
2021 Q3	–	Sell	-9	Closed	-$1K	–	902
2021 Q2	$1K	Hold	9	–	–	﹤0.01%	831
2021 Q1	$1K	Buy	+9	New	+$1.05K	﹤0.01%	796

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Valley National Advisers's IEF Position: Q1 2025 in Review

Valley National Advisers sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2025, closing a stake of 73 shares — an estimated $6K sold.

Valley National Advisers first reported a position in IEF in Q1 2021 and held it in 4 quarters. The position peaked at $10K in Q1 2023. 984 funds tracked by Wall St. Rank hold IEF as of Q1 2025.

Valley National Advisers reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
Valley National Advisers sold 73 iShares 7-10 Year Treasury Bond ETF shares in Q1 2025, an estimated $6K.
Valley National Advisers first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2021 and held it in 4 quarters.
Valley National Advisers's iShares 7-10 Year Treasury Bond ETF position peaked at $10K in Q1 2023.
984 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2025.

Based on Valley National Advisers's 13F filing for Q1 2025, filed 25 Apr 2025.