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

Wealthspan Partners’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	-2,354	Closed	-$225K	–	125
2025 Q2	$225K	Sell	2,354 -5,874	-71%	-$555K	0.09%	108
2025 Q1	$785K	Sell	8,228 -571	-6%	-$53.4K	0.36%	46
2024 Q4	$813K	Buy	8,799 +4,015	+84%	+$379K	0.39%	43
2024 Q3	$469K	Buy	4,784 +2,427	+103%	+$235K	0.23%	66
2024 Q2	$221K	Buy	+2,357	New	+$219K	0.12%	97
2022 Q2	–	Sell	-10,270	Closed	-$1.1M	–	66
2022 Q1	$1.1M	Buy	10,270 +222	+2%	+$24.6K	1%	18
2021 Q4	$1.16M	Buy	+10,048	New	+$1.16M	1.02%	19

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 $424B AUM 22.94% 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

Wealthspan Partners's IEF Position: Q3 2025 in Review

Wealthspan Partners sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2025, closing a stake of 2,354 shares — an estimated $225K sold.

Wealthspan Partners first reported a position in IEF in Q4 2021 and held it in 7 quarters. The position peaked at $1.16M in Q4 2021. 1,001 funds tracked by Wall St. Rank hold IEF as of Q3 2025.

Wealthspan Partners reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
Wealthspan Partners sold 2,354 iShares 7-10 Year Treasury Bond ETF shares in Q3 2025, an estimated $225K.
Wealthspan Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and held it in 7 quarters.
Wealthspan Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $1.16M in Q4 2021.
1,001 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2025.

Based on Wealthspan Partners's 13F filing for Q3 2025, filed 3 Nov 2025.