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

Retirement Income 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
Q2 		$278K Hold
2,909
– – 0.05% 134
2026
Q1 		$278K Hold
2,909
– – 0.05% 134
2025
Q4 		$280K Sell
2,909
-614
-17% -$59.4K 0.05% 132
2025
Q3 		$340K Sell
3,523
-156
-4% -$14.9K 0.06% 116
2025
Q2 		$352K Sell
3,679
-983
-21% -$92.9K 0.06% 109
2025
Q1 		$445K Sell
4,662
-1,488
-24% -$139K 0.09% 79
2024
Q4 		$569K Sell
6,150
-7,298
-54% -$690K 0.11% 67
2024
Q3 		$1.32M Sell
13,448
-892
-6% -$86.2K 0.3% 38
2024
Q2 		$1.34M Sell
14,340
-20,313
-59% -$1.89M 0.32% 38
2024
Q1 		$3.28M Sell
34,653
-3,664
-10% -$347K 0.74% 21
2023
Q4 		$3.69M Sell
38,317
-8,437
-18% -$780K 0.92% 19
2023
Q3 		$4.28M Sell
46,754
-4,302
-8% -$406K 1.2% 16
2023
Q2 		$4.93M Buy
51,056
+1,370
+3% +$135K 1.32% 15
2023
Q1 		$4.92M Buy
49,686
+21,357
+75% +$2.09M 1.44% 14
2022
Q4 		$2.71M Buy
+28,329
New +$2.72M 0.86% 20

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
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 Income Solutions's IEF Position: Q2 2026 in Review

Retirement Income Solutions held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q2 2026 at 2,909 shares worth $278K. The position accounts for 0.05% of the portfolio, ranked #134.

Retirement Income Solutions first reported a position in IEF in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.93M in Q2 2023. 1,137 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Retirement Income Solutions held 2,909 shares of iShares 7-10 Year Treasury Bond ETF worth $278K as of Q2 2026.
  • Retirement Income Solutions left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 7-10 Year Treasury Bond ETF made up 0.05% of Retirement Income Solutions's portfolio in Q2 2026, its #134 holding.
  • Retirement Income Solutions first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Retirement Income Solutions's iShares 7-10 Year Treasury Bond ETF position peaked at $4.93M in Q2 2023.
  • 1,137 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Retirement Income Solutions's 13F filing for Q2 2026, filed 3 Aug 2026.