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Viewpoint Capital Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Viewpoint Capital 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 		– Sell
-104
Closed -$10K – 140
2025
Q3 		$10K Buy
+104
New +$9.94K ﹤0.01% 131

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 $424B AUM 22.94% 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

Viewpoint Capital Management's IEF Position: Q4 2025 in Review

Viewpoint Capital Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2025, closing a stake of 104 shares — an estimated $10K sold.

Viewpoint Capital Management first reported a position in IEF in Q3 2025 and held it in 1 quarter. The position peaked at $10K in Q3 2025. 1,090 funds tracked by Wall St. Rank hold IEF as of Q4 2025.

  • Viewpoint Capital Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Viewpoint Capital Management sold 104 iShares 7-10 Year Treasury Bond ETF shares in Q4 2025, an estimated $10K.
  • Viewpoint Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2025 and held it in 1 quarter.
  • Viewpoint Capital Management's iShares 7-10 Year Treasury Bond ETF position peaked at $10K in Q3 2025.
  • 1,090 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2025.

Based on Viewpoint Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.