Raub Brock Capital Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Raub Brock Capital 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
2026 Q2	$70.1M	Sell	741,129 -21,293	-3%	-$2.02M	19.29%	1
2026 Q1	$72.8M	Sell	762,422 -23,379	-3%	-$2.25M	18.42%	1
2025 Q4	$75.6M	Sell	785,801 -12,424	-2%	-$1.2M	16.83%	1
2025 Q3	$77M	Buy	798,225 +9,483	+1%	+$907K	16.57%	1
2025 Q2	$75.5M	Buy	788,742 +290,505	+58%	+$27.5M	16.46%	1
2025 Q1	$47.5M	Buy	498,237 +2,602	+0.5%	+$243K	10.61%	1
2024 Q4	$45.8M	Sell	495,635 -1,405	-0.3%	-$133K	9.74%	1
2024 Q3	$48.8M	Buy	497,040 +169,535	+52%	+$16.4M	9.91%	1
2024 Q2	$30.7M	Sell	327,505 -1,070	-0.3%	-$99.4K	6.7%	1
2024 Q1	$31.1M	Sell	328,575 -10,950	-3%	-$1.04M	6.59%	1
2023 Q4	$32.7M	Buy	+339,525	New	+$31.4M	6.86%	1

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

Raub Brock Capital Management's IEF Position: Q2 2026 in Review

Raub Brock Capital Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 2.8% in Q2 2026, selling an estimated $2.02M and leaving 741,129 shares worth $70.1M. The position accounts for 19.29% of the portfolio, ranked #1.

Raub Brock Capital Management first reported a position in IEF in Q4 2023 and has held it in 11 quarters since. The position peaked at $77M in Q3 2025. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Raub Brock Capital Management held 741,129 shares of iShares 7-10 Year Treasury Bond ETF worth $70.1M as of Q2 2026.
Raub Brock Capital Management sold 21,293 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.02M.
iShares 7-10 Year Treasury Bond ETF made up 19.29% of Raub Brock Capital Management's portfolio in Q2 2026, its #1 holding.
Raub Brock Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
Raub Brock Capital Management's iShares 7-10 Year Treasury Bond ETF position peaked at $77M in Q3 2025.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Raub Brock Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.