RIG
IEF icon

RiverFront Investment Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

RiverFront Investment Group’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 		$110M Buy
1,161,082
+50,957
+5% +$4.82M 1.45% 25
2026
Q1 		$106M Buy
1,110,125
+1,099,911
+10,769% +$106M 1.64% 24
2025
Q4 		$982K Sell
10,214
-81
-0.8% -$7.84K 0.02% 164
2025
Q3 		$993K Sell
10,295
-200
-2% -$19.1K 0.02% 153
2025
Q2 		$1.01M Buy
10,495
+24
+0.2% +$2.27K 0.02% 146
2025
Q1 		$999K Sell
10,471
-18,035
-63% -$1.69M 0.02% 138
2024
Q4 		$2.64M Sell
28,506
-371
-1% -$35.1K 0.06% 85
2024
Q3 		$2.83M Sell
28,877
-307
-1% -$29.7K 0.07% 78
2024
Q2 		$2.73M Sell
29,184
-1,854
-6% -$172K 0.07% 75
2024
Q1 		$2.94M Sell
31,038
-695
-2% -$65.9K 0.08% 70
2023
Q4 		$3.06M Sell
31,733
-1,369
-4% -$127K 0.1% 71
2023
Q3 		$3.03M Buy
+33,102
New +$3.12M 0.11% 67
2019
Q3 		– Sell
-187,127
Closed -$20.6M – 64
2019
Q2 		$20.6M Sell
187,127
-5,889
-3% -$631K 0.52% 37
2019
Q1 		$20.6M Sell
193,016
-5,691
-3% -$595K 0.51% 38
2018
Q4 		$20.7M Buy
+198,707
New +$20.1M 0.56% 39

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

RiverFront Investment Group's IEF Position: Q2 2026 in Review

RiverFront Investment Group increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 4.6% in Q2 2026, buying an estimated $4.82M and bringing the position to 1,161,082 shares worth $110M. The position accounts for 1.45% of the portfolio, ranked #25.

RiverFront Investment Group first reported a position in IEF in Q4 2018 and has held it in 15 quarters since. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • RiverFront Investment Group held 1,161,082 shares of iShares 7-10 Year Treasury Bond ETF worth $110M as of Q2 2026.
  • RiverFront Investment Group bought 50,957 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $4.82M.
  • iShares 7-10 Year Treasury Bond ETF made up 1.45% of RiverFront Investment Group's portfolio in Q2 2026, its #25 holding.
  • RiverFront Investment Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2018 and has held it in 15 quarters since.
  • 1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on RiverFront Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.