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Ritholtz Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Ritholtz Wealth 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
Q2 		$15.8M Buy
167,289
+2,394
+1% +$227K 0.24% 53
2026
Q1 		$15.7M Sell
164,895
-9,159
-5% -$881K 0.27% 45
2025
Q4 		$16.7M Buy
174,054
+19,781
+13% +$1.91M 0.31% 39
2025
Q3 		$14.9M Buy
154,273
+6,163
+4% +$589K 0.29% 39
2025
Q2 		$14.2M Buy
148,110
+3,438
+2% +$325K 0.31% 40
2025
Q1 		$13.8M Buy
144,672
+17,233
+14% +$1.61M 0.41% 33
2024
Q4 		$11.8M Buy
127,439
+2,024
+2% +$191K 0.35% 39
2024
Q3 		$12.3M Buy
125,415
+6,254
+5% +$605K 0.37% 38
2024
Q2 		$11.2M Buy
119,161
+8,446
+8% +$785K 0.37% 39
2024
Q1 		$10.5M Buy
+110,715
New +$10.5M 0.36% 37
2022
Q2 		– Sell
-29,242
Closed -$3.14M – 566
2022
Q1 		$3.14M Sell
29,242
-6,596
-18% -$732K 0.21% 51
2021
Q4 		$4.12M Buy
35,838
+4,578
+15% +$526K 0.26% 40
2021
Q3 		$3.6M Buy
31,260
+1,794
+6% +$210K 0.25% 44
2021
Q2 		$3.4M Buy
29,466
+6,849
+30% +$784K 0.25% 44
2021
Q1 		$2.55M Buy
22,617
+3,659
+19% +$426K 0.21% 49
2020
Q4 		$2.27M Buy
18,958
+868
+5% +$104K 0.22% 49
2020
Q3 		$2.2M Buy
18,090
+1,734
+11% +$212K 0.25% 41
2020
Q2 		$1.99M Buy
16,356
+3,911
+31% +$475K 0.26% 39
2020
Q1 		$1.51M Buy
+12,445
New +$1.43M 0.24% 36

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

Ritholtz Wealth Management's IEF Position: Q2 2026 in Review

Ritholtz Wealth Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 1.5% in Q2 2026, buying an estimated $227K and bringing the position to 167,289 shares worth $15.8M. The position accounts for 0.24% of the portfolio, ranked #53.

Ritholtz Wealth Management first reported a position in IEF in Q1 2020 and has held it in 19 quarters since. The position peaked at $16.7M in Q4 2025. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Ritholtz Wealth Management held 167,289 shares of iShares 7-10 Year Treasury Bond ETF worth $15.8M as of Q2 2026.
  • Ritholtz Wealth Management bought 2,394 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $227K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.24% of Ritholtz Wealth Management's portfolio in Q2 2026, its #53 holding.
  • Ritholtz Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2020 and has held it in 19 quarters since.
  • Ritholtz Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $16.7M in Q4 2025.
  • 1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.