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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
Q3 		$5K Hold
56
– – ﹤0.01% 708
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

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
IIM
Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
SFG
Strategic Financial Group Grand Haven, Michigan $103M AUM
PWM
Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Matthew Hamilton Rosenberg's IEF Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q3 2026 at 56 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #708.

Matthew Hamilton Rosenberg first reported a position in IEF in Q3 2021 and has held it in 21 quarters since. The position peaked at $919K in Q4 2021. 62 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

  • Matthew Hamilton Rosenberg held 56 shares of iShares 7-10 Year Treasury Bond ETF worth $5K as of Q3 2026.
  • Matthew Hamilton Rosenberg left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q3 2026.
  • iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #708 holding.
  • Matthew Hamilton Rosenberg first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2021 and has held it in 21 quarters since.
  • Matthew Hamilton Rosenberg's iShares 7-10 Year Treasury Bond ETF position peaked at $919K in Q4 2021.
  • 62 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.