RP
IEF icon

Rice Partnership’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Rice Partnership’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 		– Sell
-942
Closed -$89.9K – 177
2026
Q1 		$89.9K Buy
942
+617
+190% +$59.4K 0.01% 136
2025
Q4 		$31.3K Sell
325
-218
-40% -$21.1K ﹤0.01% 151
2025
Q3 		$52.4K Buy
+543
New +$51.9K 0.01% 143
2025
Q1 		– Sell
-471
Closed -$43.5K – 168
2024
Q4 		$43.5K Sell
471
-105
-18% -$9.92K 0.01% 134
2024
Q3 		$56.5K Buy
576
+46
+9% +$4.45K 0.01% 129
2024
Q2 		$49.6K Sell
530
-306
-37% -$28.4K 0.01% 121
2024
Q1 		$79.1K Sell
836
-180
-18% -$17.1K 0.02% 102
2023
Q4 		$97.9K Buy
1,016
+311
+44% +$28.8K 0.03% 98
2023
Q3 		$64.6K Buy
705
+266
+61% +$25.1K 0.02% 105
2023
Q2 		$42.4K Sell
439
-38
-8% -$3.74K 0.01% 117
2023
Q1 		$47.3K Buy
477
+107
+29% +$10.5K 0.01% 103
2022
Q4 		$35.4K Hold
370
– – 0.01% 104
2022
Q3 		$36K Buy
370
+1
+0.3% +$101 0.01% 110
2022
Q2 		$38K Sell
369
-241
-40% -$24.7K 0.01% 106
2022
Q1 		$66K Sell
610
-34
-5% -$3.77K 0.02% 111
2021
Q4 		$74K Buy
644
+330
+105% +$37.9K 0.02% 110
2021
Q3 		$36K Buy
314
+265
+541% +$31K 0.01% 116
2021
Q2 		$6K Hold
49
– – ﹤0.01% 127
2021
Q1 		$6K Buy
49
+5
+11% +$583 ﹤0.01% 109
2020
Q4 		$5K Sell
44
-104
-70% -$12.5K ﹤0.01% 111
2020
Q3 		$18K Buy
148
+31
+26% +$3.78K 0.01% 86
2020
Q2 		$14K Buy
117
+112
+2,240% +$13.6K 0.01% 81
2020
Q1 		$1K Sell
5
-978
-99% -$113K ﹤0.01% 97
2019
Q4 		$108K Buy
983
+263
+37% +$29.3K 0.06% 78
2019
Q3 		$81K Buy
720
+20
+3% +$2.23K 0.05% 84
2019
Q2 		$77K Buy
+700
New +$75K 0.05% 85

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

Rice Partnership's IEF Position: Q2 2026 in Review

Rice Partnership sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026, closing a stake of 942 shares — an estimated $89.9K sold.

Rice Partnership first reported a position in IEF in Q2 2019 and held it in 26 quarters. The position peaked at $108K in Q4 2019. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Rice Partnership reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Rice Partnership sold 942 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $89.9K.
  • Rice Partnership first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2019 and held it in 26 quarters.
  • Rice Partnership's iShares 7-10 Year Treasury Bond ETF position peaked at $108K in Q4 2019.
  • 1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Rice Partnership's 13F filing for Q2 2026, filed 29 Jul 2026.