Walker Asset Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Walker Asset 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 Q3	–	Sell	-2,521	Closed	-$241K	–	146
2025 Q2	$241K	Sell	2,521 -24	-0.9%	-$2.27K	0.14%	119
2025 Q1	$243K	Sell	2,545 -39	-2%	-$3.65K	0.15%	119
2024 Q4	$239K	Buy	2,584 +32	+1%	+$3.02K	0.15%	120
2024 Q3	$250K	Sell	2,552 -99	-4%	-$9.57K	0.16%	122
2024 Q2	$248K	Buy	2,651 +46	+2%	+$4.27K	0.17%	109
2024 Q1	$247K	Buy	2,605 +13	+0.5%	+$1.23K	0.16%	112
2023 Q4	$250K	Sell	2,592 -85	-3%	-$7.86K	0.18%	107
2023 Q3	$245K	Buy	2,677 +91	+4%	+$8.58K	0.22%	76
2023 Q2	$250K	Buy	2,586 +33	+1%	+$3.24K	0.21%	78
2023 Q1	$253K	Hold	2,553	–	–	0.22%	75
2022 Q4	$245K	Hold	2,553	–	–	0.21%	70
2022 Q3	$245K	Hold	2,553	–	–	0.22%	62
2022 Q2	$261K	Buy	2,553 +181	+8%	+$18.6K	0.24%	68
2022 Q1	$255K	Buy	+2,372	New	+$263K	0.2%	80

Other funds holding IEF

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

Walker Asset Management's IEF Position: Q3 2025 in Review

Walker Asset Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2025, closing a stake of 2,521 shares — an estimated $241K sold.

Walker Asset Management first reported a position in IEF in Q1 2022 and held it in 14 quarters. The position peaked at $261K in Q2 2022. 1,000 funds tracked by Wall St. Rank hold IEF as of Q3 2025.

Walker Asset Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
Walker Asset Management sold 2,521 iShares 7-10 Year Treasury Bond ETF shares in Q3 2025, an estimated $241K.
Walker Asset Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2022 and held it in 14 quarters.
Walker Asset Management's iShares 7-10 Year Treasury Bond ETF position peaked at $261K in Q2 2022.
1,000 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2025.

Based on Walker Asset Management's 13F filing for Q3 2025, filed 14 Oct 2025.