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Wellspring Financial Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Wellspring Financial Advisors’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
-8,827
Closed -$851K – 281
2025
Q3 		$851K Sell
8,827
-4,967
-36% -$475K 0.08% 71
2025
Q2 		$1.32M Sell
13,794
-8,006
-37% -$757K 0.13% 53
2025
Q1 		$2.08M Sell
21,800
-96,833
-82% -$9.06M 0.23% 39
2024
Q4 		$11M Buy
118,633
+5,232
+5% +$494K 1.15% 17
2024
Q3 		$11.1M Sell
113,401
-28,536
-20% -$2.76M 1.33% 16
2024
Q2 		$13.3M Buy
141,937
+3,631
+3% +$337K 1.81% 14
2024
Q1 		$13.1M Buy
138,306
+42,878
+45% +$4.06M 2.07% 14
2023
Q4 		$9.2M Buy
95,428
+10,565
+12% +$977K 2.29% 13
2023
Q3 		$7.77M Buy
84,863
+67
+0.1% +$6.32K 2.27% 12
2023
Q2 		$8.19M Buy
84,796
+59,449
+235% +$5.84M 2.32% 12
2023
Q1 		$2.51M Sell
25,347
-1,180
-4% -$115K 0.75% 31
2022
Q4 		$2.54M Sell
26,527
-885
-3% -$85K 0.85% 28
2022
Q3 		$2.63M Buy
27,412
+1,761
+7% +$179K 0.97% 26
2022
Q2 		$2.62M Buy
+25,651
New +$2.63M 0.91% 27

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

Wellspring Financial Advisors's IEF Position: Q4 2025 in Review

Wellspring Financial Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2025, closing a stake of 8,827 shares — an estimated $851K sold.

Wellspring Financial Advisors first reported a position in IEF in Q2 2022 and held it in 14 quarters. The position peaked at $13.3M in Q2 2024. 1,090 funds tracked by Wall St. Rank hold IEF as of Q4 2025.

  • Wellspring Financial Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Wellspring Financial Advisors sold 8,827 iShares 7-10 Year Treasury Bond ETF shares in Q4 2025, an estimated $851K.
  • Wellspring Financial Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2022 and held it in 14 quarters.
  • Wellspring Financial Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $13.3M in Q2 2024.
  • 1,090 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2025.

Based on Wellspring Financial Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.