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

Robertson Stephens 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 		$913K Sell
9,649
-812
-8% -$76.8K 0.02% 332
2026
Q1 		$998K Sell
10,461
-20,111
-66% -$1.93M 0.03% 299
2025
Q4 		$2.94M Buy
30,572
+91
+0.3% +$8.81K 0.08% 170
2025
Q3 		$2.94M Buy
30,481
+10,105
+50% +$966K 0.09% 141
2025
Q2 		$1.95M Sell
20,376
-112,051
-85% -$10.6M 0.06% 192
2025
Q1 		$12.6M Buy
132,427
+967
+0.7% +$90.5K 0.43% 47
2024
Q4 		$12.2M Sell
131,460
-44,577
-25% -$4.21M 0.43% 50
2024
Q3 		$17.3M Buy
176,037
+81,345
+86% +$7.86M 0.63% 37
2024
Q2 		$8.87M Buy
+94,692
New +$8.8M 0.45% 44
2023
Q3 		– Sell
-20,269
Closed -$1.96M – 456
2023
Q2 		$1.96M Buy
20,269
+13,849
+216% +$1.36M 0.14% 130
2023
Q1 		$636K Sell
6,420
-1,203
-16% -$118K 0.05% 263
2022
Q4 		$730K Sell
7,623
-17,429
-70% -$1.67M 0.07% 210
2022
Q3 		$2.4M Buy
25,052
+11,331
+83% +$1.15M 0.25% 82
2022
Q2 		$1.4M Sell
13,721
-5,879
-30% -$603K 0.13% 129
2022
Q1 		$2.11M Buy
19,600
+5,942
+44% +$659K 0.18% 108
2021
Q4 		$1.57M Buy
13,658
+7,793
+133% +$896K 0.13% 136
2021
Q3 		$675K Sell
5,865
-596
-9% -$69.7K 0.08% 167
2021
Q2 		$746K Sell
6,461
-4,236
-40% -$485K 0.09% 163
2021
Q1 		$1.21M Buy
10,697
+4,537
+74% +$529K 0.19% 90
2020
Q4 		$738K Buy
+6,160
New +$741K 0.15% 108

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

Robertson Stephens Wealth Management's IEF Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 7.8% in Q2 2026, selling an estimated $76.8K and leaving 9,649 shares worth $913K. The position accounts for 0.02% of the portfolio, ranked #332.

Robertson Stephens Wealth Management first reported a position in IEF in Q4 2020 and has held it in 20 quarters since. The position peaked at $17.3M in Q3 2024. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Robertson Stephens Wealth Management held 9,649 shares of iShares 7-10 Year Treasury Bond ETF worth $913K as of Q2 2026.
  • Robertson Stephens Wealth Management sold 812 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $76.8K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.02% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #332 holding.
  • Robertson Stephens Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2020 and has held it in 20 quarters since.
  • Robertson Stephens Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $17.3M in Q3 2024.
  • 1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.