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 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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MSCM

McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return

Rockingstone Advisors's IEF Position: Q2 2026 in Review

Rockingstone Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 3.2% in Q2 2026, buying an estimated $20.3K and bringing the position to 6,955 shares worth $658K. The position accounts for 0.26% of the portfolio, ranked #77.

Rockingstone Advisors first reported a position in IEF in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.35M in Q1 2025. 542 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Rockingstone Advisors held 6,955 shares of iShares 7-10 Year Treasury Bond ETF worth $658K as of Q2 2026.
Rockingstone Advisors bought 215 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $20.3K.
iShares 7-10 Year Treasury Bond ETF made up 0.26% of Rockingstone Advisors's portfolio in Q2 2026, its #77 holding.
Rockingstone Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
Rockingstone Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $5.35M in Q1 2025.
542 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Rockingstone Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.