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RPG Investment Advisory’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

RPG Investment 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
2025
Q1 		– Sell
-21,510
Closed -$1.99M – 101
2024
Q4 		$1.99M Sell
21,510
-3,300
-13% -$312K 0.27% 56
2024
Q3 		$2.43M Sell
24,810
-4,814
-16% -$465K 0.35% 56
2024
Q2 		$2.77M Sell
29,624
-14,932
-34% -$1.39M 0.41% 54
2024
Q1 		$4.22M Sell
44,556
-10,903
-20% -$1.03M 0.63% 51
2023
Q4 		$5.35M Buy
+55,459
New +$5.13M 0.87% 48
2019
Q3 		– Sell
-51
Closed -$6K – 271
2019
Q2 		$6K Hold
51
– – ﹤0.01% 204
2019
Q1 		$5K Hold
51
– – ﹤0.01% 229
2018
Q4 		$5K Buy
51
+1
+2% +$101 ﹤0.01% 226
2018
Q3 		$5K Hold
50
– – ﹤0.01% 248
2018
Q2 		$5K Sell
50
-201
-80% -$20.5K ﹤0.01% 256
2018
Q1 		$26K Sell
251
-755
-75% -$77.7K 0.01% 202
2017
Q4 		$106K Sell
1,006
-509
-34% -$54K 0.03% 117
2017
Q3 		$161K Buy
1,515
+7
+0.5% +$750 0.04% 117
2017
Q2 		$161K Buy
+1,508
New +$161K 0.04% 114

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

RPG Investment Advisory's IEF Position: Q1 2025 in Review

RPG Investment Advisory sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2025, closing a stake of 21,510 shares — an estimated $1.99M sold.

RPG Investment Advisory first reported a position in IEF in Q2 2017 and held it in 14 quarters. The position peaked at $5.35M in Q4 2023. 984 funds tracked by Wall St. Rank hold IEF as of Q1 2025.

  • RPG Investment Advisory reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • RPG Investment Advisory sold 21,510 iShares 7-10 Year Treasury Bond ETF shares in Q1 2025, an estimated $1.99M.
  • RPG Investment Advisory first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2017 and held it in 14 quarters.
  • RPG Investment Advisory's iShares 7-10 Year Treasury Bond ETF position peaked at $5.35M in Q4 2023.
  • 984 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2025.

Based on RPG Investment Advisory's 13F filing for Q1 2025, filed 14 May 2025.