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Rede Wealth’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Rede Wealth’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 		$233K Sell
2,442
-6
-0.2% -$577 0.08% 102
2025
Q4 		$235K Buy
+2,448
New +$237K 0.08% 100
2025
Q3 		– Sell
-3,331
Closed -$319K – 141
2025
Q2 		$319K Sell
3,331
-19
-0.6% -$1.8K 0.12% 84
2025
Q1 		$319K Sell
3,350
-66
-2% -$6.17K 0.11% 80
2024
Q4 		$316K Buy
3,416
+443
+15% +$41.9K 0.12% 83
2024
Q3 		$292K Sell
2,973
-10
-0.3% -$967 0.11% 84
2024
Q2 		$279K Buy
2,983
+517
+21% +$48K 0.26% 83
2024
Q1 		$233K Buy
+2,466
New +$234K 0.1% 92
2023
Q3 		– Sell
-2,386
Closed -$230K – 86
2023
Q2 		$230K Sell
2,386
-1,210
-34% -$119K 0.11% 90
2023
Q1 		$356K Buy
+3,596
New +$352K 0.19% 65
2022
Q4 		– Sell
-2,321
Closed -$223K – 92
2022
Q3 		$223K Sell
2,321
-1,889
-45% -$192K 0.13% 85
2022
Q2 		$431K Buy
4,210
+1,918
+84% +$197K 0.25% 55
2022
Q1 		$246K Sell
2,292
-107
-4% -$11.9K 0.12% 90
2021
Q4 		$276K Sell
2,399
-35
-1% -$4.02K 0.14% 88
2021
Q3 		$280K Sell
2,434
-182
-7% -$21.3K 0.15% 91
2021
Q2 		$302K Sell
2,616
-1,009
-28% -$115K 0.16% 84
2021
Q1 		$409K Buy
3,625
+940
+35% +$110K 0.24% 63
2020
Q4 		$322K Buy
+2,685
New +$323K 0.22% 68

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
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

Rede Wealth's IEF Position: Q1 2026 in Review

Rede Wealth reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.25% in Q1 2026, selling an estimated $577 and leaving 2,442 shares worth $233K. The position accounts for 0.08% of the portfolio, ranked #102.

Rede Wealth first reported a position in IEF in Q4 2020 and has held it in 18 quarters since. The position peaked at $431K in Q2 2022. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Rede Wealth held 2,442 shares of iShares 7-10 Year Treasury Bond ETF worth $233K as of Q1 2026.
  • Rede Wealth sold 6 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $577.
  • iShares 7-10 Year Treasury Bond ETF made up 0.08% of Rede Wealth's portfolio in Q1 2026, its #102 holding.
  • Rede Wealth first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2020 and has held it in 18 quarters since.
  • Rede Wealth's iShares 7-10 Year Treasury Bond ETF position peaked at $431K in Q2 2022.
  • 1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Rede Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.