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

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

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

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

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

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

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

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

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

BTI

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

Rogco LP's IEF Position: Q1 2026 in Review

Rogco LP held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q1 2026 at 94 shares worth $8.97K. The position accounts for ﹤0.01% of the portfolio, ranked #185.

Rogco LP first reported a position in IEF in Q3 2023 and has held it in 11 quarters since. The position peaked at $9.22K in Q3 2024. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Rogco LP held 94 shares of iShares 7-10 Year Treasury Bond ETF worth $8.97K as of Q1 2026.
Rogco LP left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Rogco LP's portfolio in Q1 2026, its #185 holding.
Rogco LP first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2023 and has held it in 11 quarters since.
Rogco LP's iShares 7-10 Year Treasury Bond ETF position peaked at $9.22K in Q3 2024.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Rogco LP's 13F filing for Q1 2026, filed 5 May 2026.