Retirement Capital Strategies’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Retirement Capital Strategies’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	–	Sell	-36,922	Closed	-$3.55M	–	64
2025 Q4	$3.55M	Buy	36,922 +1,590	+5%	+$154K	1.32%	22
2025 Q3	$3.41M	Sell	35,332 -287	-0.8%	-$27.4K	1.31%	21
2025 Q2	$3.41M	Buy	+35,619	New	+$3.37M	1.35%	21
2024 Q4	–	Sell	-29,626	Closed	-$2.91M	–	82
2024 Q3	$2.91M	Buy	+29,626	New	+$2.86M	1.14%	20
2024 Q1	–	Sell	-16,137	Closed	-$1.56M	–	76
2023 Q4	$1.56M	Buy	+16,137	New	+$1.49M	0.67%	29

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Retirement Capital Strategies's IEF Position: Q1 2026 in Review

Retirement Capital Strategies sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2026, closing a stake of 36,922 shares — an estimated $3.55M sold.

Retirement Capital Strategies first reported a position in IEF in Q4 2023 and held it in 5 quarters. The position peaked at $3.55M in Q4 2025. 1,117 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Retirement Capital Strategies reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Retirement Capital Strategies sold 36,922 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $3.55M.
Retirement Capital Strategies first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and held it in 5 quarters.
Retirement Capital Strategies's iShares 7-10 Year Treasury Bond ETF position peaked at $3.55M in Q4 2025.
1,117 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Retirement Capital Strategies's 13F filing for Q1 2026, filed 15 May 2026.