Rathbones Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Rathbones Group’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	$267K	Hold	2,797	–	–	﹤0.01%	536
2025 Q4	$269K	Hold	2,797	–	–	﹤0.01%	532
2025 Q3	$270K	Sell	2,797 -1,374	-33%	-$131K	﹤0.01%	532
2025 Q2	$399K	Sell	4,171 -8,904	-68%	-$842K	﹤0.01%	460
2025 Q1	$1.25M	Sell	13,075 -69	-0.5%	-$6.46K	0.01%	314
2024 Q4	$1.22M	Buy	13,144 +3	+0%	+$283	0.01%	321
2024 Q3	$1.29M	Sell	13,141 -415	-3%	-$40.1K	0.01%	304
2024 Q2	$1.27M	Sell	13,556 -2,942	-18%	-$273K	0.01%	301
2024 Q1	$1.56M	Sell	16,498 -255	-2%	-$24.2K	0.01%	281
2023 Q4	$1.61M	Buy	16,753 +13,313	+387%	+$1.23M	0.01%	273
2023 Q3	$315K	Buy	+3,440	New	+$324K	﹤0.01%	469

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Rathbones Group's IEF Position: Q1 2026 in Review

Rathbones Group held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q1 2026 at 2,797 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #536.

Rathbones Group first reported a position in IEF in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.61M in Q4 2023. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Rathbones Group held 2,797 shares of iShares 7-10 Year Treasury Bond ETF worth $267K as of Q1 2026.
Rathbones Group left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Rathbones Group's portfolio in Q1 2026, its #536 holding.
Rathbones Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2023 and has held it in 11 quarters since.
Rathbones Group's iShares 7-10 Year Treasury Bond ETF position peaked at $1.61M in Q4 2023.
1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Rathbones Group's 13F filing for Q1 2026, filed 12 May 2026.