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R.W. Roge & Company’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

R.W. Roge & Company’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
Q1 		$307K Sell
3,217
-227
-7% -$21.8K 0.15% 54
2025
Q4 		$331K Hold
3,444
– – 0.16% 48
2025
Q3 		$332K Hold
3,444
– – 0.17% 42
2025
Q2 		$329K Sell
3,444
-165
-5% -$15.6K 0.19% 40
2025
Q1 		$344K Buy
3,609
+55
+2% +$5.15K 0.19% 38
2024
Q4 		$328K Buy
+3,554
New +$336K 0.18% 36

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

R.W. Roge & Company's IEF Position: Q1 2026 in Review

R.W. Roge & Company reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 6.6% in Q1 2026, selling an estimated $21.8K and leaving 3,217 shares worth $307K. The position accounts for 0.15% of the portfolio, ranked #54.

R.W. Roge & Company first reported a position in IEF in Q4 2024 and has held it in 6 quarters since. The position peaked at $344K in Q1 2025. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • R.W. Roge & Company held 3,217 shares of iShares 7-10 Year Treasury Bond ETF worth $307K as of Q1 2026.
  • R.W. Roge & Company sold 227 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $21.8K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.15% of R.W. Roge & Company's portfolio in Q1 2026, its #54 holding.
  • R.W. Roge & Company first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • R.W. Roge & Company's iShares 7-10 Year Treasury Bond ETF position peaked at $344K in Q1 2025.
  • 1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on R.W. Roge & Company's 13F filing for Q1 2026, filed 1 May 2026.