Weaver Capital Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Weaver Capital 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	-397	Closed	-$38.1K	–	202
2025 Q2	$38.1K	Buy	397 +3	+0.8%	+$284	0.01%	177
2025 Q1	$37.5K	Sell	394 -79	-17%	-$7.39K	0.01%	172
2024 Q4	$43.8K	Sell	473 -32,266	-99%	-$3.05M	0.01%	170
2024 Q3	$3.21M	Sell	32,739 -79	-0.2%	-$7.64K	0.96%	25
2024 Q2	$3.07M	Sell	32,818 -3,720	-10%	-$346K	0.99%	23
2024 Q1	$3.46M	Sell	36,538 -805	-2%	-$76.3K	1.18%	12
2023 Q4	$3.6M	Buy	+37,343	New	+$3.45M	1.43%	9

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

Weaver Capital Management's IEF Position: Q3 2025 in Review

Weaver Capital Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2025, closing a stake of 397 shares — an estimated $38.1K sold.

Weaver Capital Management first reported a position in IEF in Q4 2023 and held it in 7 quarters. The position peaked at $3.6M in Q4 2023. 1,000 funds tracked by Wall St. Rank hold IEF as of Q3 2025.

Weaver Capital Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
Weaver Capital Management sold 397 iShares 7-10 Year Treasury Bond ETF shares in Q3 2025, an estimated $38.1K.
Weaver Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and held it in 7 quarters.
Weaver Capital Management's iShares 7-10 Year Treasury Bond ETF position peaked at $3.6M in Q4 2023.
1,000 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2025.

Based on Weaver Capital Management's 13F filing for Q3 2025, filed 20 Oct 2025.