Robinswood Financial’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Robinswood Financial’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	$24.1K	Hold	255	–	–	0.01%	216
2026 Q1	$24.3K	Hold	255	–	–	0.01%	207
2025 Q4	$24.5K	Hold	255	–	–	0.01%	202
2025 Q3	$24.6K	Hold	255	–	–	0.01%	193
2025 Q2	$24.4K	Hold	255	–	–	0.01%	195
2025 Q1	$24.3K	Hold	255	–	–	0.01%	182
2024 Q4	$23.6K	Hold	255	–	–	0.01%	156
2024 Q3	$25K	Hold	255	–	–	0.01%	161
2024 Q2	$23.9K	Hold	255	–	–	0.01%	167
2024 Q1	$23.9K	Hold	255	–	–	0.01%	130
2023 Q4	$24.6K	Hold	255	–	–	0.01%	118
2023 Q3	$23.4K	Hold	255	–	–	0.01%	116
2023 Q2	$24.6K	Buy	+255	New	+$25.1K	0.01%	103

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Robinswood Financial's IEF Position: Q2 2026 in Review

Robinswood Financial held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q2 2026 at 255 shares worth $24.1K. The position accounts for 0.01% of the portfolio, ranked #216.

Robinswood Financial first reported a position in IEF in Q2 2023 and has held it in 13 quarters since. The position peaked at $25K in Q3 2024. 1,143 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Robinswood Financial held 255 shares of iShares 7-10 Year Treasury Bond ETF worth $24.1K as of Q2 2026.
Robinswood Financial left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up 0.01% of Robinswood Financial's portfolio in Q2 2026, its #216 holding.
Robinswood Financial first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2023 and has held it in 13 quarters since.
Robinswood Financial's iShares 7-10 Year Treasury Bond ETF position peaked at $25K in Q3 2024.
1,143 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Robinswood Financial's 13F filing for Q2 2026, filed 15 Jul 2026.