Roble Belko & Company’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Roble Belko & Company’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
2025 Q1	–	Sell	-4,242	Closed	-$392K	–	418
2024 Q4	$392K	Hold	4,242	–	–	0.06%	84
2024 Q3	$416K	Hold	4,242	–	–	0.07%	78
2024 Q2	$397K	Buy	4,242 +2,642	+165%	+$245K	0.07%	78
2024 Q1	$151K	Hold	1,600	–	–	0.03%	111
2023 Q4	$154K	Sell	1,600 -40,222	-96%	-$3.72M	0.03%	100
2023 Q3	$3.83M	Buy	+41,822	New	+$3.94M	0.78%	29
2023 Q1	–	Sell	-1,169	Closed	-$112K	–	309
2022 Q4	$112K	Buy	+1,169	New	+$112K	0.02%	120

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Roble Belko & Company's IEF Position: Q1 2025 in Review

Roble Belko & Company sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2025, closing a stake of 4,242 shares — an estimated $392K sold.

Roble Belko & Company first reported a position in IEF in Q4 2022 and held it in 7 quarters. The position peaked at $3.83M in Q3 2023. 983 funds tracked by Wall St. Rank hold IEF as of Q1 2025.

Roble Belko & Company reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
Roble Belko & Company sold 4,242 iShares 7-10 Year Treasury Bond ETF shares in Q1 2025, an estimated $392K.
Roble Belko & Company first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2022 and held it in 7 quarters.
Roble Belko & Company's iShares 7-10 Year Treasury Bond ETF position peaked at $3.83M in Q3 2023.
983 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2025.

Based on Roble Belko & Company's 13F filing for Q1 2025, filed 8 May 2025.