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Richardson Financial Services’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Richardson Financial Services’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 		$8.11K Sell
85
-32
-27% -$3.08K 0.01% 492
2025
Q4 		$23.9K Buy
117
+106
+964% +$10.3K 0.01% 387
2025
Q3 		$1.06K Sell
11
-120
-92% -$11.5K ﹤0.01% 487
2025
Q2 		$12.5K Sell
131
-1
-0.8% -$95 0.01% 381
2025
Q1 		$12.6K Buy
132
+13
+11% +$1.22K 0.01% 357
2024
Q4 		$11K Sell
119
-122
-51% -$11.5K 0.01% 391
2024
Q3 		$23.1K Buy
241
+119
+98% +$11.5K 0.01% 329
2024
Q2 		$11.4K Sell
122
-77
-39% -$7.15K 0.01% 379
2024
Q1 		$18.8K Buy
199
+184
+1,227% +$17.4K 0.01% 353
2023
Q4 		$1.45K Buy
+15
New +$1.39K ﹤0.01% 369

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

Richardson Financial Services's IEF Position: Q1 2026 in Review

Richardson Financial Services reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 27% in Q1 2026, selling an estimated $3.08K and leaving 85 shares worth $8.11K. The position accounts for 0.01% of the portfolio, ranked #492.

Richardson Financial Services first reported a position in IEF in Q4 2023 and has held it in 10 quarters since. The position peaked at $23.9K in Q4 2025. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Richardson Financial Services held 85 shares of iShares 7-10 Year Treasury Bond ETF worth $8.11K as of Q1 2026.
  • Richardson Financial Services sold 32 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $3.08K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.01% of Richardson Financial Services's portfolio in Q1 2026, its #492 holding.
  • Richardson Financial Services first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • Richardson Financial Services's iShares 7-10 Year Treasury Bond ETF position peaked at $23.9K in Q4 2025.
  • 1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.