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Ridgewood Investments’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Ridgewood Investments’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
Q3 		$256K Sell
2,862
-49
-2% -$4.53K 0.09% 203
2026
Q2 		$275K Sell
2,911
-424
-13% -$40.1K 0.1% 192
2026
Q1 		$318K Buy
+3,335
New +$321K 0.13% 176
2025
Q3 		$395K Sell
4,091
-741
-15% -$70.8K 0.17% 151
2025
Q2 		$463K Sell
4,832
-203
-4% -$19.2K 0.2% 121
2025
Q1 		$480K Sell
5,035
-352
-7% -$32.9K 0.22% 121
2024
Q4 		$498K Sell
5,387
-1,107
-17% -$105K 0.24% 107
2024
Q3 		$637K Sell
6,494
-157
-2% -$15.2K 0.32% 92
2024
Q2 		$623K Sell
6,651
-62
-0.9% -$5.76K 0.31% 97
2024
Q1 		$635K Buy
6,713
+944
+16% +$89.5K 0.34% 97
2023
Q4 		$556K Buy
5,769
+834
+17% +$77.1K 0.33% 104
2023
Q3 		$452K Hold
4,935
– – 0.3% 106
2023
Q2 		$477K Buy
4,935
+417
+9% +$41K 0.27% 106
2023
Q1 		$448K Buy
4,518
+952
+27% +$93.1K 0.27% 102
2022
Q4 		$342K Sell
3,566
-298
-8% -$28.6K 0.24% 129
2022
Q3 		$371K Buy
3,864
+494
+15% +$50.1K 0.31% 114
2022
Q2 		$345K Sell
3,370
-135
-4% -$13.9K 0.27% 123
2022
Q1 		$377K Buy
3,505
+216
+7% +$24K 0.25% 126
2021
Q4 		$378K Buy
3,289
+288
+10% +$33.1K 0.24% 129
2021
Q3 		$346K Buy
3,001
+317
+12% +$37.1K 0.23% 130
2021
Q2 		$310K Sell
2,684
-601
-18% -$68.8K 0.2% 143
2021
Q1 		$371K Buy
+3,285
New +$383K 0.23% 130

Other funds holding IEF

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
IIM
Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
SFG
Strategic Financial Group Grand Haven, Michigan $103M AUM
PWM
Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Ridgewood Investments's IEF Position: Q3 2026 in Review

Ridgewood Investments reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 1.7% in Q3 2026, selling an estimated $4.53K and leaving 2,862 shares worth $256K. The position accounts for 0.09% of the portfolio, ranked #203.

Ridgewood Investments first reported a position in IEF in Q1 2021 and has held it in 22 quarters since. The position peaked at $637K in Q3 2024. 61 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

  • Ridgewood Investments held 2,862 shares of iShares 7-10 Year Treasury Bond ETF worth $256K as of Q3 2026.
  • Ridgewood Investments sold 49 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $4.53K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.09% of Ridgewood Investments's portfolio in Q3 2026, its #203 holding.
  • Ridgewood Investments first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Ridgewood Investments's iShares 7-10 Year Treasury Bond ETF position peaked at $637K in Q3 2024.
  • 61 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Ridgewood Investments's 13F filing for Q3 2026, filed 5 Oct 2026.