Red Door Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Red Door 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	$242K	Sell	2,561 -2,641	-51%	-$250K	0.02%	288
2026 Q1	$496K	Buy	+5,202	New	+$500K	0.05%	169
2021 Q3	–	Sell	-150	Closed	-$17K	–	365
2021 Q2	$17K	Buy	+150	New	+$17.2K	0.01%	383
2020 Q3	–	Sell	-150	Closed	-$18K	–	239
2020 Q2	$18K	Hold	150	–	–	0.01%	256
2020 Q1	$18K	Buy	+150	New	+$17.3K	0.02%	237

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

Red Door Wealth Management's IEF Position: Q2 2026 in Review

Red Door Wealth Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 51% in Q2 2026, selling an estimated $250K and leaving 2,561 shares worth $242K. The position accounts for 0.02% of the portfolio, ranked #288.

Red Door Wealth Management first reported a position in IEF in Q1 2020 and has held it in 5 quarters since. The position peaked at $496K in Q1 2026. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Red Door Wealth Management held 2,561 shares of iShares 7-10 Year Treasury Bond ETF worth $242K as of Q2 2026.
Red Door Wealth Management sold 2,641 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $250K.
iShares 7-10 Year Treasury Bond ETF made up 0.02% of Red Door Wealth Management's portfolio in Q2 2026, its #288 holding.
Red Door Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2020 and has held it in 5 quarters since.
Red Door Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $496K 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 Red Door Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.