Raymond James Financial
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Raymond James Financial’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Raymond James Financial’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 		$649M Buy
6,801,357
+596,643
+10% +$57.4M 0.2% 89
2025
Q4 		$597M Buy
6,204,714
+29,690
+0.5% +$2.87M 0.19% 94
2025
Q3 		$596M Buy
6,175,024
+290,351
+5% +$27.8M 0.19% 90
2025
Q2 		$564M Sell
5,884,673
-2,240,768
-28% -$212M 0.19% 90
2025
Q1 		$775M Buy
8,125,441
+278,079
+4% +$26M 0.29% 61
2024
Q4 		$725M Buy
+7,847,362
New +$741M 0.27% 63

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial's IEF Position: Q1 2026 in Review

Raymond James Financial increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 9.6% in Q1 2026, buying an estimated $57.4M and bringing the position to 6,801,357 shares worth $649M. The position accounts for 0.2% of the portfolio, ranked #89.

Raymond James Financial first reported a position in IEF in Q4 2024 and has held it in 6 quarters since. The position peaked at $775M in Q1 2025. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Raymond James Financial held 6,801,357 shares of iShares 7-10 Year Treasury Bond ETF worth $649M as of Q1 2026.
  • Raymond James Financial bought 596,643 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $57.4M.
  • iShares 7-10 Year Treasury Bond ETF made up 0.2% of Raymond James Financial's portfolio in Q1 2026, its #89 holding.
  • Raymond James Financial first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's iShares 7-10 Year Treasury Bond ETF position peaked at $775M in Q1 2025.
  • 1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.