Raymond James Financial
IEF icon

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
Q2 		$713M Buy
7,544,180
+742,823
+11% +$70.3M 0.19% 90
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 $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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial's IEF Position: Q2 2026 in Review

Raymond James Financial increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 11% in Q2 2026, buying an estimated $70.3M and bringing the position to 7,544,180 shares worth $713M. The position accounts for 0.19% of the portfolio, ranked #90.

Raymond James Financial first reported a position in IEF in Q4 2024 and has held it in 7 quarters since. The position peaked at $775M in Q1 2025. 1,137 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Raymond James Financial held 7,544,180 shares of iShares 7-10 Year Treasury Bond ETF worth $713M as of Q2 2026.
  • Raymond James Financial bought 742,823 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $70.3M.
  • iShares 7-10 Year Treasury Bond ETF made up 0.19% of Raymond James Financial's portfolio in Q2 2026, its #90 holding.
  • Raymond James Financial first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's iShares 7-10 Year Treasury Bond ETF position peaked at $775M in Q1 2025.
  • 1,137 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.