Roman Butler Fullerton & Co’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Roman Butler Fullerton & Co’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	–	Sell	-8,946	Closed	-$857K	–	274
2025 Q4	$857K	Buy	+8,946	New	+$866K	0.22%	113
2025 Q3	–	Sell	-3,657	Closed	-$346K	–	261
2025 Q2	$346K	Buy	+3,657	New	+$346K	0.1%	177
2024 Q4	–	Sell	-7,444	Closed	-$716K	–	248
2024 Q3	$716K	Buy	+7,444	New	+$720K	0.22%	109
2023 Q4	–	Sell	-7,746	Closed	-$707K	–	213
2023 Q3	$707K	Buy	7,746 +544	+8%	+$51.3K	0.33%	80
2023 Q2	$700K	Buy	7,202 +469	+7%	+$46.1K	0.32%	86
2023 Q1	$674K	Buy	+6,733	New	+$658K	0.34%	92

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

Roman Butler Fullerton & Co's IEF Position: Q1 2026 in Review

Roman Butler Fullerton & Co sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2026, closing a stake of 8,946 shares — an estimated $857K sold.

Roman Butler Fullerton & Co first reported a position in IEF in Q1 2023 and held it in 6 quarters. The position peaked at $857K in Q4 2025. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Roman Butler Fullerton & Co reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Roman Butler Fullerton & Co sold 8,946 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $857K.
Roman Butler Fullerton & Co first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2023 and held it in 6 quarters.
Roman Butler Fullerton & Co's iShares 7-10 Year Treasury Bond ETF position peaked at $857K in Q4 2025.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Roman Butler Fullerton & Co's 13F filing for Q1 2026, filed 30 Apr 2026.