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 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

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

RDA Financial Network's IEF Position: Q2 2026 in Review

RDA Financial Network increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 46% in Q2 2026, buying an estimated $92K and bringing the position to 3,070 shares worth $290K. The position accounts for 0.06% of the portfolio, ranked #227.

RDA Financial Network first reported a position in IEF in Q3 2020 and has held it in 11 quarters since. The position peaked at $933K in Q1 2021. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

RDA Financial Network held 3,070 shares of iShares 7-10 Year Treasury Bond ETF worth $290K as of Q2 2026.
RDA Financial Network bought 972 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $92K.
iShares 7-10 Year Treasury Bond ETF made up 0.06% of RDA Financial Network's portfolio in Q2 2026, its #227 holding.
RDA Financial Network first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2020 and has held it in 11 quarters since.
RDA Financial Network's iShares 7-10 Year Treasury Bond ETF position peaked at $933K in Q1 2021.
1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on RDA Financial Network's 13F filing for Q2 2026, filed 6 Jul 2026.