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Rothschild Investment LLC’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Rothschild Investment LLC’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 		$24.9K Sell
263
-86
-25% -$8.14K ﹤0.01% 1469
2026
Q1 		$33.3K Buy
349
+5
+1% +$481 ﹤0.01% 1236
2025
Q4 		$33.1K Sell
344
-127
-27% -$12.3K ﹤0.01% 1151
2025
Q3 		$45.4K Buy
471
+29
+7% +$2.77K ﹤0.01% 1016
2025
Q2 		$42.3K Buy
442
+4
+0.9% +$378 ﹤0.01% 818
2025
Q1 		$41.8K Buy
438
+2
+0.5% +$187 ﹤0.01% 816
2024
Q4 		$40.3K Sell
436
-402
-48% -$38K ﹤0.01% 828
2024
Q3 		$82.2K Sell
838
-1,437
-63% -$139K 0.01% 691
2024
Q2 		$213K Buy
2,275
+124
+6% +$11.5K 0.01% 483
2024
Q1 		$204K Buy
2,151
+90
+4% +$8.53K 0.01% 465
2023
Q4 		$199K Buy
+2,061
New +$191K 0.02% 416

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PC
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Rothschild Investment LLC's IEF Position: Q2 2026 in Review

Rothschild Investment LLC reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 25% in Q2 2026, selling an estimated $8.14K and leaving 263 shares worth $24.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1469.

Rothschild Investment LLC first reported a position in IEF in Q4 2023 and has held it in 11 quarters since. The position peaked at $213K in Q2 2024. 755 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Rothschild Investment LLC held 263 shares of iShares 7-10 Year Treasury Bond ETF worth $24.9K as of Q2 2026.
  • Rothschild Investment LLC sold 86 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $8.14K.
  • iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1469 holding.
  • Rothschild Investment LLC first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Rothschild Investment LLC's iShares 7-10 Year Treasury Bond ETF position peaked at $213K in Q2 2024.
  • 755 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.