Riggs Asset Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Riggs Asset 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 Q1	$4.04M	Buy	42,326 +210	+0.5%	+$20.2K	0.83%	40
2025 Q4	$4.05M	Buy	42,116 +289	+0.7%	+$28K	0.82%	47
2025 Q3	$4.03M	Sell	41,827 -4,519	-10%	-$432K	0.88%	43
2025 Q2	$4.44M	Sell	46,346 -5,485	-11%	-$519K	1.09%	34
2025 Q1	$4.94M	Sell	51,831 -8,497	-14%	-$795K	1.41%	26
2024 Q4	$5.59M	Sell	60,328 -3,739	-6%	-$353K	1.49%	27
2024 Q3	$6.29M	Buy	64,067 +63,687	+16,760%	+$6.16M	1.72%	20
2024 Q2	$35.6K	Buy	+380	New	+$35.3K	0.01%	158
2024 Q1	–	Sell	-1	Closed	-$97	–	660
2023 Q4	$97	Buy	+1	New	+$92	﹤0.01%	413
2020 Q2	–	Sell	-11,161	Closed	-$1.35M	–	259
2020 Q1	$1.35M	Sell	11,161 -14,501	-57%	-$1.67M	0.87%	33
2019 Q4	$2.83M	Buy	+25,662	New	+$2.86M	1.14%	27
2016 Q4	–	Sell	-238	Closed	-$27K	–	271
2016 Q3	$27K	Buy	+238	New	+$26.7K	0.01%	144

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Riggs Asset Management's IEF Position: Q1 2026 in Review

Riggs Asset Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.5% in Q1 2026, buying an estimated $20.2K and bringing the position to 42,326 shares worth $4.04M. The position accounts for 0.83% of the portfolio, ranked #40.

Riggs Asset Management first reported a position in IEF in Q3 2016 and has held it in 12 quarters since. The position peaked at $6.29M in Q3 2024. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Riggs Asset Management held 42,326 shares of iShares 7-10 Year Treasury Bond ETF worth $4.04M as of Q1 2026.
Riggs Asset Management bought 210 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $20.2K.
iShares 7-10 Year Treasury Bond ETF made up 0.83% of Riggs Asset Management's portfolio in Q1 2026, its #40 holding.
Riggs Asset Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2016 and has held it in 12 quarters since.
Riggs Asset Management's iShares 7-10 Year Treasury Bond ETF position peaked at $6.29M in Q3 2024.
1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Riggs Asset Management's 13F filing for Q1 2026, filed 12 May 2026.