Retirement Planning Group (Kansas)’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Retirement Planning Group (Kansas)’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	$351K	Buy	3,677 +461	+14%	+$44.3K	0.01%	362
2025 Q4	$309K	Buy	+3,216	New	+$311K	0.01%	335
2025 Q3	–	Sell	-2,421	Closed	-$232K	–	413
2025 Q2	$232K	Buy	2,421 +93	+4%	+$8.79K	0.01%	285
2025 Q1	$222K	Buy	2,328 +7	+0.3%	+$655	0.01%	282
2024 Q4	$215K	Buy	+2,321	New	+$219K	0.01%	265

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

Retirement Planning Group (Kansas)'s IEF Position: Q1 2026 in Review

Retirement Planning Group (Kansas) increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 14% in Q1 2026, buying an estimated $44.3K and bringing the position to 3,677 shares worth $351K. The position accounts for 0.01% of the portfolio, ranked #362.

Retirement Planning Group (Kansas) first reported a position in IEF in Q4 2024 and has held it in 5 quarters since. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Retirement Planning Group (Kansas) held 3,677 shares of iShares 7-10 Year Treasury Bond ETF worth $351K as of Q1 2026.
Retirement Planning Group (Kansas) bought 461 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $44.3K.
iShares 7-10 Year Treasury Bond ETF made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #362 holding.
Retirement Planning Group (Kansas) first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2024 and has held it in 5 quarters since.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.