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

Wick Capital 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 Q1	–	Sell	-6,716	Closed	-$621K	–	108
2024 Q4	$621K	Sell	6,716 -167	-2%	-$15.8K	0.18%	53
2024 Q3	$675K	Buy	6,883 +159	+2%	+$15.4K	0.22%	45
2024 Q2	$630K	Buy	+6,724	New	+$625K	0.22%	43
2024 Q1	–	Sell	-6,724	Closed	-$648K	–	46
2023 Q4	$648K	Hold	6,724	–	–	0.27%	35
2023 Q3	$616K	Buy	+6,724	New	+$634K	0.34%	34
2023 Q2	–	Sell	-6,628	Closed	-$657K	–	60
2023 Q1	$657K	Sell	6,628 -274,423	-98%	-$26.8M	0.38%	30
2022 Q4	$18.4M	Buy	281,051 +157,864	+128%	+$15.2M	10.34%	2
2022 Q3	$11.8M	Sell	123,187 -18,852	-13%	-$1.91M	7.64%	4
2022 Q2	$14.5M	Buy	+142,039	New	+$14.6M	10.14%	2

Other funds holding IEF

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

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

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

Wick Capital Partners's IEF Position: Q1 2025 in Review

Wick Capital Partners sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2025, closing a stake of 6,716 shares — an estimated $621K sold.

Wick Capital Partners first reported a position in IEF in Q2 2022 and held it in 9 quarters. The position peaked at $18.4M in Q4 2022. 983 funds tracked by Wall St. Rank hold IEF as of Q1 2025.

Wick Capital Partners reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
Wick Capital Partners sold 6,716 iShares 7-10 Year Treasury Bond ETF shares in Q1 2025, an estimated $621K.
Wick Capital Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2022 and held it in 9 quarters.
Wick Capital Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $18.4M in Q4 2022.
983 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2025.

Based on Wick Capital Partners's 13F filing for Q1 2025, filed 15 May 2025.