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 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 $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Carr Financial Group's IEF Position: Q1 2026 in Review

Carr Financial Group increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.1% in Q1 2026, buying an estimated $1.15K and bringing the position to 12,409 shares worth $1.18M. The position accounts for 0.31% of the portfolio, ranked #55.

Carr Financial Group first reported a position in IEF in Q1 2023 and has held it in 12 quarters since. The position peaked at $3.64M in Q3 2024. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Carr Financial Group held 12,409 shares of iShares 7-10 Year Treasury Bond ETF worth $1.18M as of Q1 2026.
Carr Financial Group bought 12 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $1.15K.
iShares 7-10 Year Treasury Bond ETF made up 0.31% of Carr Financial Group's portfolio in Q1 2026, its #55 holding.
Carr Financial Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2023 and has held it in 12 quarters since.
Carr Financial Group's iShares 7-10 Year Treasury Bond ETF position peaked at $3.64M in Q3 2024.
1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Carr Financial Group's 13F filing for Q1 2026, filed 12 May 2026.