Robinson Value Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Robinson Value 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	$2.06M	Buy	21,611 +319	+1%	+$30.7K	1.15%	38
2025 Q4	$2.05M	Sell	21,292 -246	-1%	-$23.8K	1.11%	38
2025 Q3	$2.08M	Sell	21,538 -875	-4%	-$83.7K	1.2%	37
2025 Q2	$2.15M	Sell	22,413 -1,119	-5%	-$106K	1.35%	31
2025 Q1	$2.24M	Sell	23,532 -387	-2%	-$36.2K	1.45%	30
2024 Q4	$2.21M	Buy	23,919 +231	+1%	+$21.8K	1.46%	31
2024 Q3	$2.32M	Buy	23,688 +87	+0.4%	+$8.41K	1.51%	29
2024 Q2	$2.21M	Buy	23,601 +582	+3%	+$54.1K	1.54%	29
2024 Q1	$2.18M	Buy	23,019 +1,760	+8%	+$167K	1.46%	31
2023 Q4	$2.05M	Buy	21,259 +460	+2%	+$42.5K	1.35%	31
2023 Q3	$1.9M	Sell	20,799 -519	-2%	-$49K	1.42%	30
2023 Q2	$2.06M	Sell	21,318 -638	-3%	-$62.7K	1.49%	31
2023 Q1	$2.18M	Hold	21,956	–	–	1.67%	27
2022 Q4	$2.1M	Buy	21,956 +3,438	+19%	+$330K	1.81%	24
2022 Q3	$1.78M	Hold	18,518	–	–	1.77%	26
2022 Q2	$1.89M	Buy	18,518 +11,708	+172%	+$1.2M	1.76%	27
2022 Q1	$732K	Sell	6,810 -489	-7%	-$54.3K	0.57%	46
2021 Q4	$839K	Sell	7,299 -190	-3%	-$21.8K	0.69%	40
2021 Q3	$863K	Buy	7,489 +140	+2%	+$16.4K	0.77%	40
2021 Q2	$849K	Buy	7,349 +1,418	+24%	+$162K	0.69%	41
2021 Q1	$670K	Sell	5,931 -392	-6%	-$45.7K	0.55%	41
2020 Q4	$758K	Buy	+6,323	New	+$761K	0.72%	38
2019 Q4	$1.73M	Buy	+15,674	New	+$1.75M	1.65%	31
2019 Q2	$2.38M	Buy	+21,614	New	+$2.32M	2.27%	15
2018 Q3	$2.46M	Sell	24,337 -222	-0.9%	-$22.6K	2.28%	16
2018 Q2	$2.52M	Sell	24,559 -1,710	-7%	-$174K	2.29%	16
2018 Q1	$2.71M	Buy	26,269 +8,183	+45%	+$843K	2.5%	15
2017 Q4	$1.91M	Buy	18,086 +1,261	+7%	+$134K	1.67%	29
2017 Q3	$1.79M	Sell	16,825 -1,068	-6%	-$114K	1.65%	30
2017 Q2	$1.91M	Buy	17,893 +355	+2%	+$37.9K	1.78%	25
2017 Q1	$1.85M	Buy	17,538 +4,212	+32%	+$442K	1.72%	24
2016 Q4	$1.4M	Buy	+13,326	New	+$1.43M	1.31%	32

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 $9.54B AUM 19.86% 1-Year Est. Return

Robinson Value Management's IEF Position: Q1 2026 in Review

Robinson Value Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 1.5% in Q1 2026, buying an estimated $30.7K and bringing the position to 21,611 shares worth $2.06M. The position accounts for 1.15% of the portfolio, ranked #38.

Robinson Value Management first reported a position in IEF in Q4 2016 and has held it in 32 quarters since. The position peaked at $2.71M in Q1 2018. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Robinson Value Management held 21,611 shares of iShares 7-10 Year Treasury Bond ETF worth $2.06M as of Q1 2026.
Robinson Value Management bought 319 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $30.7K.
iShares 7-10 Year Treasury Bond ETF made up 1.15% of Robinson Value Management's portfolio in Q1 2026, its #38 holding.
Robinson Value Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2016 and has held it in 32 quarters since.
Robinson Value Management's iShares 7-10 Year Treasury Bond ETF position peaked at $2.71M in Q1 2018.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Robinson Value Management's 13F filing for Q1 2026, filed 5 May 2026.