Matthew Hamilton Rosenberg’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Matthew Hamilton Rosenberg’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
2026 Q2	$5.3K	Hold	56	–	–	﹤0.01%	692
2026 Q1	$5.34K	Hold	56	–	–	﹤0.01%	677
2025 Q4	$5.38K	Hold	56	–	–	﹤0.01%	687
2025 Q3	$5.4K	Hold	56	–	–	﹤0.01%	688
2025 Q2	$5.36K	Sell	56 -42	-43%	-$3.97K	﹤0.01%	720
2025 Q1	$9.35K	Buy	98 +6	+7%	+$561	﹤0.01%	642
2024 Q4	$8.51K	Hold	92	–	–	﹤0.01%	647
2024 Q3	$9.03K	Hold	92	–	–	﹤0.01%	633
2024 Q2	$8.53K	Hold	92	–	–	﹤0.01%	612
2024 Q1	$8.61K	Sell	92 -7	-7%	-$663	﹤0.01%	626
2023 Q4	$9.54K	Sell	99 -1,000	-91%	-$92.5K	﹤0.01%	611
2023 Q3	$101K	Buy	1,099 +92	+9%	+$8.68K	0.03%	279
2023 Q2	$97.3K	Buy	1,007 +7	+0.7%	+$688	0.03%	299
2023 Q1	$99.1K	Hold	1,000	–	–	0.03%	317
2022 Q4	$95.8K	Sell	1,000 -1,079	-52%	-$104K	0.03%	313
2022 Q3	$200K	Sell	2,079 -2,341	-53%	-$238K	0.08%	160
2022 Q2	$456K	Buy	4,420 +2,342	+113%	+$240K	0.17%	73
2022 Q1	$223K	Sell	2,078 -5,911	-74%	-$656K	0.08%	170
2021 Q4	$919K	Buy	7,989 +4,891	+158%	+$562K	0.33%	45
2021 Q3	$357K	Buy	+3,098	New	+$362K	0.14%	89

Other funds holding IEF

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

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

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Matthew Hamilton Rosenberg's IEF Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q2 2026 at 56 shares worth $5.3K. The position accounts for ﹤0.01% of the portfolio, ranked #692.

Matthew Hamilton Rosenberg first reported a position in IEF in Q3 2021 and has held it in 20 quarters since. The position peaked at $919K in Q4 2021. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Matthew Hamilton Rosenberg held 56 shares of iShares 7-10 Year Treasury Bond ETF worth $5.3K as of Q2 2026.
Matthew Hamilton Rosenberg left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #692 holding.
Matthew Hamilton Rosenberg first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2021 and has held it in 20 quarters since.
Matthew Hamilton Rosenberg's iShares 7-10 Year Treasury Bond ETF position peaked at $919K in Q4 2021.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.