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Retirement Financial Solutions’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Retirement Financial Solutions’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 		$11.9M Sell
125,131
-55,393
-31% -$5.33M 3.41% 9
2025
Q4 		$17.4M Buy
180,524
+24,789
+16% +$2.4M 5.08% 8
2025
Q3 		$15M Sell
155,735
-26,255
-14% -$2.51M 4.7% 9
2025
Q2 		$17.4M Sell
181,990
-973
-0.5% -$92K 6.14% 5
2025
Q1 		$17.4M Buy
182,963
+29,980
+20% +$2.8M 6.79% 5
2024
Q4 		$14.1M Sell
152,983
-2,964
-2% -$280K 7.63% 6
2024
Q3 		$15.3M Buy
155,947
+1,991
+1% +$192K 6.7% 7
2024
Q2 		$14.4M Buy
153,956
+8,955
+6% +$832K 6.79% 7
2024
Q1 		$13.7M Buy
145,001
+7,880
+6% +$747K 7.06% 7
2023
Q4 		$13.2M Sell
137,121
-12,379
-8% -$1.14M 7.49% 7
2023
Q3 		$13.7M Sell
149,500
-5,973
-4% -$563K 9.23% 3
2023
Q2 		$15M Buy
155,473
+12,468
+9% +$1.23M 10.32% 3
2023
Q1 		$14.2M Buy
143,005
+9,524
+7% +$931K 11.27% 3
2022
Q4 		$12.8M Buy
+133,481
New +$12.8M 10.86% 2

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

Retirement Financial Solutions's IEF Position: Q1 2026 in Review

Retirement Financial Solutions reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 31% in Q1 2026, selling an estimated $5.33M and leaving 125,131 shares worth $11.9M. The position accounts for 3.41% of the portfolio, ranked #9.

Retirement Financial Solutions first reported a position in IEF in Q4 2022 and has held it in 14 quarters since. The position peaked at $17.4M in Q1 2025. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Retirement Financial Solutions held 125,131 shares of iShares 7-10 Year Treasury Bond ETF worth $11.9M as of Q1 2026.
  • Retirement Financial Solutions sold 55,393 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $5.33M.
  • iShares 7-10 Year Treasury Bond ETF made up 3.41% of Retirement Financial Solutions's portfolio in Q1 2026, its #9 holding.
  • Retirement Financial Solutions first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Retirement Financial Solutions's iShares 7-10 Year Treasury Bond ETF position peaked at $17.4M in Q1 2025.
  • 1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Retirement Financial Solutions's 13F filing for Q1 2026, filed 28 Apr 2026.