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WealthPlan Investment Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

WealthPlan Investment 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
-2,258
Closed -$218K – 383
2025
Q3 		$218K Hold
2,258
– – 0.01% 314
2025
Q2 		$216K Buy
+2,258
New +$214K 0.02% 327

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 $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

WealthPlan Investment Management's IEF Position: Q4 2025 in Review

WealthPlan Investment Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2025, closing a stake of 2,258 shares — an estimated $218K sold.

WealthPlan Investment Management first reported a position in IEF in Q2 2025 and held it in 2 quarters. The position peaked at $218K in Q3 2025. 1,091 funds tracked by Wall St. Rank hold IEF as of Q4 2025.

  • WealthPlan Investment Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • WealthPlan Investment Management sold 2,258 iShares 7-10 Year Treasury Bond ETF shares in Q4 2025, an estimated $218K.
  • WealthPlan Investment Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2025 and held it in 2 quarters.
  • WealthPlan Investment Management's iShares 7-10 Year Treasury Bond ETF position peaked at $218K in Q3 2025.
  • 1,091 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2025.

Based on WealthPlan Investment Management's 13F filing for Q4 2025, filed 5 Feb 2026.