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Richards, Merrill & Peterson’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Richards, Merrill & Peterson’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 		$47.2K Hold
499
– – 0.02% 245
2026
Q1 		$47.6K Hold
499
– – 0.02% 231
2025
Q4 		$48K Hold
499
– – 0.02% 216
2025
Q3 		$48.1K Hold
499
– – 0.02% 188
2025
Q2 		$47.8K Buy
+499
New +$47.2K 0.02% 176

Other funds holding IEF

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MSCM
McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return

Richards, Merrill & Peterson's IEF Position: Q2 2026 in Review

Richards, Merrill & Peterson held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q2 2026 at 499 shares worth $47.2K. The position accounts for 0.02% of the portfolio, ranked #245.

Richards, Merrill & Peterson first reported a position in IEF in Q2 2025 and has held it in 5 quarters since. The position peaked at $48.1K in Q3 2025. 542 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Richards, Merrill & Peterson held 499 shares of iShares 7-10 Year Treasury Bond ETF worth $47.2K as of Q2 2026.
  • Richards, Merrill & Peterson left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 7-10 Year Treasury Bond ETF made up 0.02% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #245 holding.
  • Richards, Merrill & Peterson first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Richards, Merrill & Peterson's iShares 7-10 Year Treasury Bond ETF position peaked at $48.1K in Q3 2025.
  • 542 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.