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RAFFA WEALTH MANAGEMENT, LLC’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
-747
Closed -$72.1K – 1178
2025
Q3 		$72.1K Hold
747
– – 0.01% 136
2025
Q2 		$71.5K Buy
+747
New +$70.6K 0.01% 153
2022
Q1 		– Sell
-34
Closed -$3.91K – 1144
2021
Q4 		$3.91K Buy
+34
New +$3.91K ﹤0.01% 488

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

RAFFA WEALTH MANAGEMENT, LLC's IEF Position: Q4 2025 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2025, closing a stake of 747 shares — an estimated $72.1K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in IEF in Q4 2021 and held it in 3 quarters. The position peaked at $72.1K in Q3 2025. 1,090 funds tracked by Wall St. Rank hold IEF as of Q4 2025.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 747 iShares 7-10 Year Treasury Bond ETF shares in Q4 2025, an estimated $72.1K.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and held it in 3 quarters.
  • RAFFA WEALTH MANAGEMENT, LLC's iShares 7-10 Year Treasury Bond ETF position peaked at $72.1K 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 RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q4 2025, filed 27 Jul 2026.