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Rational Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Rational Advisors’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 		$21.8K Sell
231
-19,598
-99% -$1.85M ﹤0.01% 167
2026
Q1 		$1.89M Buy
19,829
+17,335
+695% +$1.67M 0.19% 70
2025
Q4 		$240K Buy
2,494
+2,236
+867% +$216K 0.02% 112
2025
Q3 		$24.9K Sell
258
-4,782
-95% -$457K ﹤0.01% 155
2025
Q2 		$483K Sell
5,040
-25,155
-83% -$2.38M 0.05% 100
2025
Q1 		$2.88M Buy
30,195
+29,519
+4,367% +$2.76M 0.29% 57
2024
Q4 		$62.5K Sell
676
-17,924
-96% -$1.69M 0.01% 104
2024
Q3 		$1.83M Buy
+18,600
New +$1.8M 0.18% 66
2024
Q1 		– Sell
-2,460
Closed -$237K – 214
2023
Q4 		$237K Buy
2,460
+2,334
+1,852% +$216K 0.02% 97
2023
Q3 		$11.5K Sell
126
-4,832
-97% -$456K ﹤0.01% 219
2023
Q2 		$479K Sell
4,958
-33,442
-87% -$3.29M 0.04% 95
2023
Q1 		$3.81M Sell
38,400
-74,729
-66% -$7.3M 0.31% 32
2022
Q4 		$10.8M Sell
113,129
-27,403
-19% -$2.63M 0.9% 21
2022
Q3 		$13.5M Buy
140,532
+12,710
+10% +$1.29M 1.06% 20
2022
Q2 		$13.1M Sell
127,822
-15,353
-11% -$1.58M 0.94% 20
2022
Q1 		$15.4M Buy
143,175
+126,243
+746% +$14M 0.91% 20
2021
Q4 		$1.95M Buy
16,932
+12,520
+284% +$1.44M 0.12% 65
2021
Q3 		$508K Buy
4,412
+4,284
+3,347% +$501K 0.04% 119
2021
Q2 		$15K Sell
128
-678
-84% -$77.6K ﹤0.01% 132
2021
Q1 		$91K Sell
806
-3,089
-79% -$360K 0.02% 169
2020
Q4 		$467K Sell
3,895
-9,761
-71% -$1.17M 0.13% 129
2020
Q3 		$1.66M Sell
13,656
-84,084
-86% -$10.3M 0.71% 43
2020
Q2 		$11.9M Buy
97,740
+14,712
+18% +$1.79M 6.17% 2
2020
Q1 		$10.1M Buy
83,028
+82,973
+150,860% +$9.55M 7.36% 2
2019
Q4 		$6K Buy
+55
New +$6.13K ﹤0.01% 475
2017
Q4 		– Sell
-10
Closed -$1K – 316
2017
Q3 		$1K Hold
10
– – ﹤0.01% 323
2017
Q2 		$1K Buy
+10
New +$1.07K ﹤0.01% 295

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
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

Rational Advisors's IEF Position: Q2 2026 in Review

Rational Advisors reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 99% in Q2 2026, selling an estimated $1.85M and leaving 231 shares worth $21.8K. The position accounts for ﹤0.01% of the portfolio, ranked #167.

Rational Advisors first reported a position in IEF in Q2 2017 and has held it in 27 quarters since. The position peaked at $15.4M in Q1 2022. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Rational Advisors held 231 shares of iShares 7-10 Year Treasury Bond ETF worth $21.8K as of Q2 2026.
  • Rational Advisors sold 19,598 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.85M.
  • iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Rational Advisors's portfolio in Q2 2026, its #167 holding.
  • Rational Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2017 and has held it in 27 quarters since.
  • Rational Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $15.4M in Q1 2022.
  • 1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Rational Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.