Rockingstone Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Rockingstone Advisors’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 Q3	$798K	Buy	8,935 +1,980	+28%	+$183K	0.32%	70
2026 Q2	$658K	Buy	6,955 +215	+3%	+$20.3K	0.26%	77
2026 Q1	$643K	Sell	6,740 -2,095	-24%	-$202K	0.3%	79
2025 Q4	$850K	Sell	8,835 -1,540	-15%	-$149K	0.39%	66
2025 Q3	$1M	Sell	10,375 -60	-0.6%	-$5.74K	0.49%	57
2025 Q2	$999K	Sell	10,435 -45,685	-81%	-$4.32M	0.53%	56
2025 Q1	$5.35M	Buy	56,120 +28,440	+103%	+$2.66M	2.41%	6
2024 Q4	$2.56M	Buy	27,680 +8,750	+46%	+$827K	1.13%	35
2024 Q3	$1.86M	Buy	18,930 +9,975	+111%	+$964K	0.91%	37
2024 Q2	$839K	Buy	+8,955	New	+$832K	0.43%	66

Other funds holding IEF

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Rockingstone Advisors's IEF Position: Q3 2026 in Review

Rockingstone Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 28% in Q3 2026, buying an estimated $183K and bringing the position to 8,935 shares worth $798K. The position accounts for 0.32% of the portfolio, ranked #70.

Rockingstone Advisors first reported a position in IEF in Q2 2024 and has held it in 10 quarters since. The position peaked at $5.35M in Q1 2025. 990 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

Rockingstone Advisors held 8,935 shares of iShares 7-10 Year Treasury Bond ETF worth $798K as of Q3 2026.
Rockingstone Advisors bought 1,980 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $183K.
iShares 7-10 Year Treasury Bond ETF made up 0.32% of Rockingstone Advisors's portfolio in Q3 2026, its #70 holding.
Rockingstone Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2024 and has held it in 10 quarters since.
Rockingstone Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $5.35M in Q1 2025.
990 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Rockingstone Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.