Red Reef Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Red Reef Advisors’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	$31.9K	Hold	337	–	–	0.03%	152
2026 Q1	$32.2K	Hold	337	–	–	0.03%	148
2025 Q4	$32.4K	Buy	+337	New	+$32.6K	0.03%	141

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 22.9% 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 Reef Advisors's IEF Position: Q2 2026 in Review

Red Reef Advisors held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q2 2026 at 337 shares worth $31.9K. The position accounts for 0.03% of the portfolio, ranked #152.

Red Reef Advisors first reported a position in IEF in Q4 2025 and has held it in 3 quarters since. The position peaked at $32.4K in Q4 2025. 1,143 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Red Reef Advisors held 337 shares of iShares 7-10 Year Treasury Bond ETF worth $31.9K as of Q2 2026.
Red Reef Advisors left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up 0.03% of Red Reef Advisors's portfolio in Q2 2026, its #152 holding.
Red Reef Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
Red Reef Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $32.4K in Q4 2025.
1,143 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Red Reef Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.