Vontobel Holding’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Vontobel Holding’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	-2,579	Closed	-$238K	–	1119
2024 Q4	$238K	Buy	2,579 +301	+13%	+$28.4K	﹤0.01%	959
2024 Q3	$224K	Sell	2,278 -779	-25%	-$75.3K	﹤0.01%	989
2024 Q2	$286K	Sell	3,057 -7,795	-72%	-$724K	﹤0.01%	901
2024 Q1	$1.03M	Buy	10,852 +291	+3%	+$27.6K	0.01%	579
2023 Q4	$1.02M	Buy	10,561 +495	+5%	+$45.8K	0.01%	585
2023 Q3	$922K	Buy	10,066 +1,753	+21%	+$165K	0.01%	603
2023 Q2	$803K	Hold	8,313	–	–	0.01%	655
2023 Q1	$824K	Buy	+8,313	New	+$813K	0.01%	636
2021 Q4	–	Sell	-1,120	Closed	-$129K	–	1128
2021 Q3	$129K	Buy	+1,120	New	+$131K	﹤0.01%	1075
2021 Q1	–	Sell	-1,700	Closed	-$204K	–	1045
2020 Q4	$204K	Buy	+1,700	New	+$205K	﹤0.01%	902

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

Vontobel Holding's IEF Position: Q1 2025 in Review

Vontobel Holding sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2025, closing a stake of 2,579 shares — an estimated $238K sold.

Vontobel Holding first reported a position in IEF in Q4 2020 and held it in 10 quarters. The position peaked at $1.03M in Q1 2024. 984 funds tracked by Wall St. Rank hold IEF as of Q1 2025.

Vontobel Holding reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
Vontobel Holding sold 2,579 iShares 7-10 Year Treasury Bond ETF shares in Q1 2025, an estimated $238K.
Vontobel Holding first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2020 and held it in 10 quarters.
Vontobel Holding's iShares 7-10 Year Treasury Bond ETF position peaked at $1.03M in Q1 2024.
984 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2025.

Based on Vontobel Holding's 13F filing for Q1 2025, filed 28 Apr 2025.