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 Q2	$304K	Hold	3,217	–	–	0.13%	55
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 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

R.W. Roge & Company's IEF Position: Q2 2026 in Review

R.W. Roge & Company held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q2 2026 at 3,217 shares worth $304K. The position accounts for 0.13% of the portfolio, ranked #55.

R.W. Roge & Company first reported a position in IEF in Q4 2024 and has held it in 7 quarters since. The position peaked at $344K in Q1 2025. 1,141 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

R.W. Roge & Company held 3,217 shares of iShares 7-10 Year Treasury Bond ETF worth $304K as of Q2 2026.
R.W. Roge & Company left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up 0.13% of R.W. Roge & Company's portfolio in Q2 2026, its #55 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 7 quarters since.
R.W. Roge & Company's iShares 7-10 Year Treasury Bond ETF position peaked at $344K in Q1 2025.
1,141 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on R.W. Roge & Company's 13F filing for Q2 2026, filed 3 Aug 2026.