Carr Financial Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Carr Financial Group’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	$1.05M	Sell	11,053 -1,356	-11%	-$128K	0.24%	68
2026 Q1	$1.18M	Buy	12,409 +12	+0.1%	+$1.15K	0.31%	55
2025 Q4	$1.19M	Buy	+12,397	New	+$1.2M	0.32%	55
2025 Q3	–	Sell	-2,335	Closed	-$224K	–	193
2025 Q2	$224K	Sell	2,335 -34,841	-94%	-$3.29M	0.07%	172
2025 Q1	$3.55M	Buy	37,176 +255	+0.7%	+$23.9K	1.16%	18
2024 Q4	$3.41M	Sell	36,921 -131	-0.4%	-$12.4K	1.06%	20
2024 Q3	$3.64M	Buy	37,052 +10,502	+40%	+$1.02M	1.07%	17
2024 Q2	$2.49M	Buy	26,550 +8,384	+46%	+$779K	0.79%	31
2024 Q1	$1.72M	Buy	18,166 +2,006	+12%	+$190K	0.57%	37
2023 Q4	$1.56M	Buy	16,160 +4,666	+41%	+$432K	0.58%	33
2023 Q3	$1.05M	Buy	11,494 +4,084	+55%	+$385K	0.42%	45
2023 Q2	$716K	Sell	7,410 -720	-9%	-$70.8K	0.29%	62
2023 Q1	$806K	Buy	+8,130	New	+$795K	0.36%	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

Carr Financial Group's IEF Position: Q2 2026 in Review

Carr Financial Group reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 11% in Q2 2026, selling an estimated $128K and leaving 11,053 shares worth $1.05M. The position accounts for 0.24% of the portfolio, ranked #68.

Carr Financial Group first reported a position in IEF in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.64M in Q3 2024. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Carr Financial Group held 11,053 shares of iShares 7-10 Year Treasury Bond ETF worth $1.05M as of Q2 2026.
Carr Financial Group sold 1,356 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $128K.
iShares 7-10 Year Treasury Bond ETF made up 0.24% of Carr Financial Group's portfolio in Q2 2026, its #68 holding.
Carr Financial Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2023 and has held it in 13 quarters since.
Carr Financial Group's iShares 7-10 Year Treasury Bond ETF position peaked at $3.64M in Q3 2024.
1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Carr Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.