Werba Rubin Papier Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Werba Rubin Papier Wealth Management’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	$16.2M	Sell	170,993 -1,561	-0.9%	-$148K	1.96%	11
2026 Q1	$16.5M	Buy	172,554 +29,566	+21%	+$2.84M	2.29%	10
2025 Q4	$13.7M	Buy	142,988 +22,423	+19%	+$2.17M	3.73%	6
2025 Q3	$11.6M	Buy	120,565 +5,931	+5%	+$567K	1.88%	12
2025 Q2	$11M	Buy	114,634 +18,248	+19%	+$1.73M	2.06%	11
2025 Q1	$9.19M	Buy	96,386 +83,355	+640%	+$7.8M	2%	11
2024 Q4	$1.2M	Hold	13,031	–	–	0.28%	50
2024 Q3	$1.28M	Buy	+13,031	New	+$1.26M	0.3%	51

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Werba Rubin Papier Wealth Management's IEF Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.9% in Q2 2026, selling an estimated $148K and leaving 170,993 shares worth $16.2M. The position accounts for 1.96% of the portfolio, ranked #11.

Werba Rubin Papier Wealth Management first reported a position in IEF in Q3 2024 and has held it in 8 quarters since. The position peaked at $16.5M in Q1 2026. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Werba Rubin Papier Wealth Management held 170,993 shares of iShares 7-10 Year Treasury Bond ETF worth $16.2M as of Q2 2026.
Werba Rubin Papier Wealth Management sold 1,561 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $148K.
iShares 7-10 Year Treasury Bond ETF made up 1.96% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #11 holding.
Werba Rubin Papier Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
Werba Rubin Papier Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $16.5M in Q1 2026.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.