Vermillion & White Wealth Management Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Vermillion & White Wealth Management Group’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	-35	Closed	-$3.24K	–	540
2024 Q4	$3.24K	Hold	35	–	–	﹤0.01%	305
2024 Q3	$3.43K	Hold	35	–	–	﹤0.01%	278
2024 Q2	$3.28K	Hold	35	–	–	﹤0.01%	287
2024 Q1	$3.31K	Hold	35	–	–	﹤0.01%	272
2023 Q4	$3.37K	Buy	+35	New	+$3.24K	﹤0.01%	229

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Vermillion & White Wealth Management Group's IEF Position: Q1 2025 in Review

Vermillion & White Wealth Management Group sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2025, closing a stake of 35 shares — an estimated $3.24K sold.

Vermillion & White Wealth Management Group first reported a position in IEF in Q4 2023 and held it in 5 quarters. The position peaked at $3.43K in Q3 2024. 983 funds tracked by Wall St. Rank hold IEF as of Q1 2025.

Vermillion & White Wealth Management Group reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 35 iShares 7-10 Year Treasury Bond ETF shares in Q1 2025, an estimated $3.24K.
Vermillion & White Wealth Management Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and held it in 5 quarters.
Vermillion & White Wealth Management Group's iShares 7-10 Year Treasury Bond ETF position peaked at $3.43K in Q3 2024.
983 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2025.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2025, filed 15 May 2025.