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

Wisconsin 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	-3,150	Closed	-$302K	–	52
2025 Q2	$302K	Hold	3,150	–	–	0.17%	46
2025 Q1	$300K	Buy	3,150 +800	+34%	+$74.8K	0.19%	41
2024 Q4	$217K	Sell	2,350 -200	-8%	-$18.9K	0.12%	47
2024 Q3	$250K	Hold	2,550	–	–	0.13%	43
2024 Q2	$239K	Hold	2,550	–	–	0.12%	44
2024 Q1	$241K	Hold	2,550	–	–	0.13%	43
2023 Q4	$246K	Hold	2,550	–	–	0.15%	41
2023 Q3	$234K	Hold	2,550	–	–	0.15%	44
2023 Q2	$246K	Sell	2,550 -3,000	-54%	-$295K	0.16%	44
2023 Q1	$550K	Buy	+5,550	New	+$543K	0.37%	43
2021 Q1	–	Sell	-5,000	Closed	-$600K	–	58
2020 Q4	$600K	Buy	+5,000	New	+$602K	0.23%	43
2020 Q2	–	Sell	-12,853	Closed	-$1.56M	–	47
2020 Q1	$1.56M	Buy	12,853 +1,400	+12%	+$161K	1.02%	28
2019 Q4	$1.26M	Sell	11,453 -1,100	-9%	-$123K	0.62%	44
2019 Q3	$1.41M	Sell	12,553 -295	-2%	-$32.9K	0.75%	43
2019 Q2	$1.41M	Sell	12,848 -452	-3%	-$48.4K	0.76%	46
2019 Q1	$1.42M	Buy	13,300 +2,650	+25%	+$277K	1.26%	38
2018 Q4	$1.11M	Buy	+10,650	New	+$1.08M	1.17%	36

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Wisconsin Capital Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2025, closing a stake of 3,150 shares — an estimated $302K sold.

Wisconsin Capital Management first reported a position in IEF in Q4 2018 and held it in 17 quarters. The position peaked at $1.56M in Q1 2020. 1,001 funds tracked by Wall St. Rank hold IEF as of Q3 2025.

Wisconsin Capital Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
Wisconsin Capital Management sold 3,150 iShares 7-10 Year Treasury Bond ETF shares in Q3 2025, an estimated $302K.
Wisconsin Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2018 and held it in 17 quarters.
Wisconsin Capital Management's iShares 7-10 Year Treasury Bond ETF position peaked at $1.56M in Q1 2020.
1,001 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2025.

Based on Wisconsin Capital Management's 13F filing for Q3 2025, filed 12 Nov 2025.