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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
Q2 		$7.82M Buy
82,686
+5,854
+8% +$554K 1.3% 24
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 $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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: Q2 2026 in Review

RPg Family Wealth Advisory increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 7.6% in Q2 2026, buying an estimated $554K and bringing the position to 82,686 shares worth $7.82M. The position accounts for 1.3% of the portfolio, ranked #24.

RPg Family Wealth Advisory first reported a position in IEF in Q1 2017 and has held it in 20 quarters since. The position peaked at $7.83M in Q3 2024. 1,141 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • RPg Family Wealth Advisory held 82,686 shares of iShares 7-10 Year Treasury Bond ETF worth $7.82M as of Q2 2026.
  • RPg Family Wealth Advisory bought 5,854 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $554K.
  • iShares 7-10 Year Treasury Bond ETF made up 1.3% of RPg Family Wealth Advisory's portfolio in Q2 2026, its #24 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 20 quarters since.
  • RPg Family Wealth Advisory's iShares 7-10 Year Treasury Bond ETF position peaked at $7.83M in Q3 2024.
  • 1,141 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2026, filed 4 Aug 2026.