RDA Financial Network’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

RDA Financial Network’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 Q3	$314K	Buy	3,518 +448	+15%	+$41.4K	0.07%	201
2026 Q2	$290K	Buy	3,070 +972	+46%	+$92K	0.06%	227
2026 Q1	$200K	Buy	+2,098	New	+$202K	0.05%	271
2023 Q1	–	Sell	-2,258	Closed	-$216K	–	226
2022 Q4	$216K	Sell	2,258 -965	-30%	-$92.7K	0.11%	191
2022 Q3	$309K	Buy	+3,223	New	+$327K	0.17%	140
2022 Q2	–	Sell	-2,486	Closed	-$267K	–	224
2022 Q1	$267K	Sell	2,486 -286	-10%	-$31.7K	0.11%	178
2021 Q4	$319K	Sell	2,772 -2,782	-50%	-$320K	0.13%	164
2021 Q3	$640K	Sell	5,554 -1,071	-16%	-$125K	0.28%	85
2021 Q2	$765K	Sell	6,625 -1,635	-20%	-$187K	0.34%	74
2021 Q1	$933K	Buy	8,260 +736	+10%	+$85.8K	0.4%	70
2020 Q4	$903K	Buy	7,524 +1,326	+21%	+$160K	0.41%	70
2020 Q3	$755K	Buy	+6,198	New	+$756K	0.34%	78

Other funds holding IEF

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AAG

Avalon Advisory Group Wexford, Pennsylvania $266M AUM 7.19% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

CenturyLink Investment Management Denver, Colorado $126M AUM 0.66% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Raub Brock Capital Management Larkspur, California $326M AUM 6.45% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

RDA Financial Network's IEF Position: Q3 2026 in Review

RDA Financial Network increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 15% in Q3 2026, buying an estimated $41.4K and bringing the position to 3,518 shares worth $314K. The position accounts for 0.07% of the portfolio, ranked #201.

RDA Financial Network first reported a position in IEF in Q3 2020 and has held it in 12 quarters since. The position peaked at $933K in Q1 2021. 331 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

RDA Financial Network held 3,518 shares of iShares 7-10 Year Treasury Bond ETF worth $314K as of Q3 2026.
RDA Financial Network bought 448 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $41.4K.
iShares 7-10 Year Treasury Bond ETF made up 0.07% of RDA Financial Network's portfolio in Q3 2026, its #201 holding.
RDA Financial Network first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2020 and has held it in 12 quarters since.
RDA Financial Network's iShares 7-10 Year Treasury Bond ETF position peaked at $933K in Q1 2021.
331 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on RDA Financial Network's 13F filing for Q3 2026, filed 15 Oct 2026.