Howe & Rusling’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $122K | Sell |
1,283
-3,094
| -71% | -$298K | 0.01% | 318 |
|
|
2025
Q4 | $421K | Buy |
4,377
+2,941
| +205% | +$285K | 0.03% | 195 |
|
|
2025
Q3 | $139K | Buy |
1,436
+35
| +2% | +$3.35K | 0.01% | 304 |
|
|
2025
Q2 | $134K | Buy |
1,401
+55
| +4% | +$5.2K | 0.01% | 300 |
|
|
2025
Q1 | $128K | Sell |
1,346
-711
| -35% | -$66.5K | 0.01% | 285 |
|
|
2024
Q4 | $190K | Buy |
2,057
+723
| +54% | +$68.3K | 0.02% | 256 |
|
|
2024
Q3 | $131K | Sell |
1,334
-346
| -21% | -$33.4K | 0.01% | 263 |
|
|
2024
Q2 | $157K | Sell |
1,680
-343
| -17% | -$31.9K | 0.01% | 247 |
|
|
2024
Q1 | $191K | Hold |
2,023
| – | – | 0.02% | 248 |
|
|
2023
Q4 | $195K | Buy |
+2,023
| New | +$187K | 0.02% | 229 |
|
|
2023
Q1 | – | Sell |
-16
| Closed | -$1.53K | – | 319 |
|
|
2022
Q4 | $1.53K | Buy |
+16
| New | +$1.54K | ﹤0.01% | 312 |
|
|
2020
Q1 | – | Sell |
-10
| Closed | -$1K | – | 815 |
|
|
2019
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 754 |
|
|
2019
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 763 |
|
|
2019
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 738 |
|
|
2019
Q1 | $1K | Buy |
+10
| New | +$1.05K | ﹤0.01% | 739 |
|
|
2018
Q1 | – | Sell |
-30
| Closed | -$3K | – | 966 |
|
|
2017
Q4 | $3K | Hold |
30
| – | – | ﹤0.01% | 631 |
|
|
2017
Q3 | $3K | Hold |
30
| – | – | ﹤0.01% | 666 |
|
|
2017
Q2 | $3K | Hold |
30
| – | – | ﹤0.01% | 723 |
|
|
2017
Q1 | $3K | Hold |
30
| – | – | ﹤0.01% | 755 |
|
|
2016
Q4 | $3K | Sell |
30
-120
| -80% | -$12.9K | ﹤0.01% | 787 |
|
|
2016
Q3 | $17K | Hold |
150
| – | – | ﹤0.01% | 403 |
|
|
2016
Q2 | $17K | Sell |
150
-212
| -59% | -$23.4K | ﹤0.01% | 385 |
|
|
2016
Q1 | $40K | Buy |
362
+116
| +47% | +$12.7K | 0.01% | 299 |
|
|
2015
Q4 | $26K | Sell |
246
-1,078
| -81% | -$115K | 0.01% | 342 |
|
|
2015
Q3 | $143K | Sell |
1,324
-179
| -12% | -$19K | 0.04% | 173 |
|
|
2015
Q2 | $158K | Hold |
1,503
| – | – | 0.03% | 180 |
|
|
2015
Q1 | $163K | Hold |
1,503
| – | – | 0.04% | 172 |
|
|
2014
Q4 | $159K | Hold |
1,503
| – | – | 0.04% | 164 |
|
|
2014
Q3 | $156K | Buy |
1,503
+59
| +4% | +$6.12K | 0.04% | 157 |
|
|
2014
Q2 | $150K | Buy |
+1,444
| New | +$148K | 0.03% | 171 |
|
|
2014
Q1 | – | Sell |
-2,437
| Closed | -$242K | – | 875 |
|
|
2013
Q4 | $242K | Sell |
2,437
-681
| -22% | -$69.1K | 0.06% | 132 |
|
|
2013
Q3 | $318K | Sell |
3,118
-740
| -19% | -$74.8K | 0.12% | 108 |
|
|
2013
Q2 | $395K | Buy |
+3,858
| New | +$411K | 0.11% | 118 |
|
Other funds holding IEF
BTI
Howe & Rusling's IEF Position: Q1 2026 in Review
Howe & Rusling reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 71% in Q1 2026, selling an estimated $298K and leaving 1,283 shares worth $122K. The position accounts for 0.01% of the portfolio, ranked #318.
Howe & Rusling first reported a position in IEF in Q2 2013 and has held it in 33 quarters since. The position peaked at $421K in Q4 2025. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.
- Howe & Rusling held 1,283 shares of iShares 7-10 Year Treasury Bond ETF worth $122K as of Q1 2026.
- Howe & Rusling sold 3,094 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $298K.
- iShares 7-10 Year Treasury Bond ETF made up 0.01% of Howe & Rusling's portfolio in Q1 2026, its #318 holding.
- Howe & Rusling first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and has held it in 33 quarters since.
- Howe & Rusling's iShares 7-10 Year Treasury Bond ETF position peaked at $421K in Q4 2025.
- 1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.
Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.