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 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 $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 $9.54B AUM 19.86% 1-Year Est. Return

Red Reef Advisors's IEF Position: Q1 2026 in Review

Red Reef Advisors held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q1 2026 at 337 shares worth $32.2K. The position accounts for 0.03% of the portfolio, ranked #148.

Red Reef Advisors first reported a position in IEF in Q4 2025 and has held it in 2 quarters since. The position peaked at $32.4K in Q4 2025. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Red Reef Advisors held 337 shares of iShares 7-10 Year Treasury Bond ETF worth $32.2K as of Q1 2026.
Red Reef Advisors left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 7-10 Year Treasury Bond ETF made up 0.03% of Red Reef Advisors's portfolio in Q1 2026, its #148 holding.
Red Reef Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2025 and has held it in 2 quarters since.
Red Reef Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $32.4K in Q4 2025.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Red Reef Advisors's 13F filing for Q1 2026, filed 12 May 2026.