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

WorthPointe’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 Q2	–	Sell	-13,077	Closed	-$1.25M	–	100
2025 Q1	$1.25M	Buy	+13,077	New	+$1.22M	0.56%	25
2023 Q2	–	Sell	-2,819	Closed	-$279K	–	58
2023 Q1	$279K	Sell	2,819 -3,418	-55%	-$334K	0.18%	47
2022 Q4	$597K	Hold	6,237	–	–	0.4%	31
2022 Q3	$599K	Hold	6,237	–	–	0.5%	23
2022 Q2	$638K	Sell	6,237 -690	-10%	-$70.8K	0.54%	19
2022 Q1	$744K	Buy	+6,927	New	+$769K	0.6%	20

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

WorthPointe's IEF Position: Q2 2025 in Review

WorthPointe sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2025, closing a stake of 13,077 shares — an estimated $1.25M sold.

WorthPointe first reported a position in IEF in Q1 2022 and held it in 6 quarters. The position peaked at $1.25M in Q1 2025. 1,012 funds tracked by Wall St. Rank hold IEF as of Q2 2025.

WorthPointe reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
WorthPointe sold 13,077 iShares 7-10 Year Treasury Bond ETF shares in Q2 2025, an estimated $1.25M.
WorthPointe first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2022 and held it in 6 quarters.
WorthPointe's iShares 7-10 Year Treasury Bond ETF position peaked at $1.25M in Q1 2025.
1,012 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2025.

Based on WorthPointe's 13F filing for Q2 2025, filed 5 Aug 2025.