RIM
IEF icon

Rakuten Investment Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Rakuten Investment Management’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
2024
Q1 		– Sell
-68,374
Closed -$6.61M – 536
2023
Q4 		$6.61M Buy
68,374
+2,100
+3% +$194K 0.06% 15
2023
Q3 		$6.07M Sell
66,274
-1,500
-2% -$141K 0.06% 14
2023
Q2 		$6.53M Sell
67,774
-42,500
-39% -$4.18M 0.07% 14
2023
Q1 		$10.9M Sell
110,274
-1,500
-1% -$147K 0.13% 11
2022
Q4 		$10.8M Buy
111,774
+9,000
+9% +$864K 0.15% 10
2022
Q3 		$9.89M Sell
102,774
-6,400
-6% -$649K 0.16% 9
2022
Q2 		$11.1M Sell
109,174
-13,200
-11% -$1.35M 0.19% 9
2022
Q1 		$13.1M Sell
122,374
-2,100
-2% -$233K 0.21% 9
2021
Q4 		$14.3M Sell
124,474
-2,100
-2% -$241K 0.25% 9
2021
Q3 		$14.6M Sell
126,574
-3,500
-3% -$409K 0.32% 8
2021
Q2 		$15M Sell
130,074
-1,500
-1% -$172K 0.37% 6
2021
Q1 		$14.9M Buy
131,574
+51,500
+64% +$6M 0.48% 6
2020
Q4 		$9.59M Buy
80,074
+55,000
+219% +$6.62M 0.38% 7
2020
Q3 		$3.06M Buy
25,074
+200
+0.8% +$24.4K 0.16% 9
2020
Q2 		$3.04M Buy
24,874
+1,000
+4% +$122K 0.2% 9
2020
Q1 		$2.89M Sell
23,874
-59,300
-71% -$6.82M 0.26% 8
2019
Q4 		$9.21M Buy
+83,174
New +$9.27M 0.86% 5

Other funds holding IEF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Rakuten Investment Management's IEF Position: Q1 2024 in Review

Rakuten Investment Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2024, closing a stake of 68,374 shares — an estimated $6.61M sold.

Rakuten Investment Management first reported a position in IEF in Q4 2019 and held it in 17 quarters. The position peaked at $15M in Q2 2021. 900 funds tracked by Wall St. Rank hold IEF as of Q1 2024.

  • Rakuten Investment Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Rakuten Investment Management sold 68,374 iShares 7-10 Year Treasury Bond ETF shares in Q1 2024, an estimated $6.61M.
  • Rakuten Investment Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2019 and held it in 17 quarters.
  • Rakuten Investment Management's iShares 7-10 Year Treasury Bond ETF position peaked at $15M in Q2 2021.
  • 900 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2024.

Based on Rakuten Investment Management's 13F filing for Q1 2024, filed 15 May 2025.