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RPg Family Wealth Advisory’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

RPg Family Wealth Advisory’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 		$7.33M Buy
76,832
+8,246
+12% +$793K 1.53% 22
2025
Q4 		$6.6M Buy
68,586
+1,553
+2% +$150K 1.45% 26
2025
Q3 		$6.47M Buy
67,033
+2,871
+4% +$275K 1.42% 26
2025
Q2 		$6.14M Sell
64,162
-1,516
-2% -$143K 1.63% 19
2025
Q1 		$6.26M Sell
65,678
-8,898
-12% -$833K 1.78% 23
2024
Q4 		$6.89M Sell
74,576
-5,233
-7% -$494K 2.44% 15
2024
Q3 		$7.83M Buy
79,809
+3,265
+4% +$316K 2.53% 16
2024
Q2 		$7.17M Buy
76,544
+4,871
+7% +$453K 2.36% 15
2024
Q1 		$6.78M Sell
71,673
-755
-1% -$71.6K 2.15% 15
2023
Q4 		$6.98M Buy
72,428
+17,683
+32% +$1.64M 2.58% 6
2023
Q3 		$5.01M Buy
+54,745
New +$5.16M 2.06% 16
2019
Q4 		– Sell
-90
Closed -$10.1K – 288
2019
Q3 		$10.1K Buy
+90
New +$10K 0.01% 288
2018
Q4 		– Sell
-149
Closed -$15.1K – 241
2018
Q3 		$15.1K Hold
149
– – 0.01% 215
2018
Q2 		$15.3K Sell
149
-699
-82% -$71.2K 0.01% 197
2018
Q1 		$87.5K Sell
848
-132
-13% -$13.6K 0.07% 69
2017
Q4 		$103K Sell
980
-183
-16% -$19.4K 0.09% 62
2017
Q3 		$124K Sell
1,163
-181
-13% -$19.4K 0.1% 57
2017
Q2 		$143K Sell
1,344
-611
-31% -$65.3K 0.12% 60
2017
Q1 		$206K Buy
+1,955
New +$205K 0.17% 48

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
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

RPg Family Wealth Advisory's IEF Position: Q1 2026 in Review

RPg Family Wealth Advisory increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 12% in Q1 2026, buying an estimated $793K and bringing the position to 76,832 shares worth $7.33M. The position accounts for 1.53% of the portfolio, ranked #22.

RPg Family Wealth Advisory first reported a position in IEF in Q1 2017 and has held it in 19 quarters since. The position peaked at $7.83M in Q3 2024. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • RPg Family Wealth Advisory held 76,832 shares of iShares 7-10 Year Treasury Bond ETF worth $7.33M as of Q1 2026.
  • RPg Family Wealth Advisory bought 8,246 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $793K.
  • iShares 7-10 Year Treasury Bond ETF made up 1.53% of RPg Family Wealth Advisory's portfolio in Q1 2026, its #22 holding.
  • RPg Family Wealth Advisory first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2017 and has held it in 19 quarters since.
  • RPg Family Wealth Advisory's iShares 7-10 Year Treasury Bond ETF position peaked at $7.83M 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 RPg Family Wealth Advisory's 13F filing for Q1 2026, filed 14 May 2026.