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Rogco LP’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Rogco LP’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 		$35.6K Buy
376
+282
+300% +$26.7K 0.01% 150
2026
Q1 		$8.97K Hold
94
– – ﹤0.01% 185
2025
Q4 		$9.04K Hold
94
– – ﹤0.01% 182
2025
Q3 		$9.07K Hold
94
– – ﹤0.01% 172
2025
Q2 		$9K Hold
94
– – ﹤0.01% 170
2025
Q1 		$8.96K Hold
94
– – ﹤0.01% 175
2024
Q4 		$8.69K Hold
94
– – ﹤0.01% 179
2024
Q3 		$9.22K Hold
94
– – ﹤0.01% 188
2024
Q2 		$8.8K Hold
94
– – ﹤0.01% 192
2024
Q1 		$8.9K Hold
94
– – ﹤0.01% 198
2023
Q4 		$9.06K Hold
94
– – ﹤0.01% 197
2023
Q3 		$8.61K Buy
+94
New +$8.87K ﹤0.01% 199

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
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

Rogco LP's IEF Position: Q2 2026 in Review

Rogco LP increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 300% in Q2 2026, buying an estimated $26.7K and bringing the position to 376 shares worth $35.6K. The position accounts for 0.01% of the portfolio, ranked #150.

Rogco LP first reported a position in IEF in Q3 2023 and has held it in 12 quarters since. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Rogco LP held 376 shares of iShares 7-10 Year Treasury Bond ETF worth $35.6K as of Q2 2026.
  • Rogco LP bought 282 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $26.7K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.01% of Rogco LP's portfolio in Q2 2026, its #150 holding.
  • Rogco LP first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • 1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Rogco LP's 13F filing for Q2 2026, filed 30 Jul 2026.