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

Rollins Financial 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 Q1	$1.01M	Sell	10,602 -203	-2%	-$19.5K	0.16%	67
2025 Q4	$1.04M	Sell	10,805 -318	-3%	-$30.8K	0.15%	62
2025 Q3	$1.07M	Buy	11,123 +686	+7%	+$65.6K	0.16%	61
2025 Q2	$1,000K	Sell	10,437 -2,896	-22%	-$274K	0.16%	63
2025 Q1	$1.27M	Buy	13,333 +5,066	+61%	+$474K	0.22%	56
2024 Q4	$764K	Buy	8,267 +1,247	+18%	+$118K	0.12%	64
2024 Q3	$689K	Sell	7,020 -3,601	-34%	-$348K	0.11%	66
2024 Q2	$995K	Buy	10,621 +921	+9%	+$85.6K	0.17%	57
2024 Q1	$918K	Hold	9,700	–	–	0.17%	57
2023 Q4	$935K	Buy	+9,700	New	+$897K	0.2%	51

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 $8.74B AUM 14.62% 1-Year Est. Return

Rollins Financial Advisors's IEF Position: Q1 2026 in Review

Rollins Financial Advisors reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 1.9% in Q1 2026, selling an estimated $19.5K and leaving 10,602 shares worth $1.01M. The position accounts for 0.16% of the portfolio, ranked #67.

Rollins Financial Advisors first reported a position in IEF in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.27M in Q1 2025. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Rollins Financial Advisors held 10,602 shares of iShares 7-10 Year Treasury Bond ETF worth $1.01M as of Q1 2026.
Rollins Financial Advisors sold 203 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $19.5K.
iShares 7-10 Year Treasury Bond ETF made up 0.16% of Rollins Financial Advisors's portfolio in Q1 2026, its #67 holding.
Rollins Financial Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
Rollins Financial Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $1.27M in Q1 2025.
1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Rollins Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.