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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
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

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

Ridgewood Investments's IEF Position: Q2 2026 in Review

Ridgewood Investments reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 13% in Q2 2026, selling an estimated $40.1K and leaving 2,911 shares worth $275K. The position accounts for 0.1% of the portfolio, ranked #192.

Ridgewood Investments first reported a position in IEF in Q1 2021 and has held it in 21 quarters since. The position peaked at $637K in Q3 2024. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Ridgewood Investments held 2,911 shares of iShares 7-10 Year Treasury Bond ETF worth $275K as of Q2 2026.
  • Ridgewood Investments sold 424 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $40.1K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.1% of Ridgewood Investments's portfolio in Q2 2026, its #192 holding.
  • Ridgewood Investments first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • Ridgewood Investments's iShares 7-10 Year Treasury Bond ETF position peaked at $637K in Q3 2024.
  • 1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Ridgewood Investments's 13F filing for Q2 2026, filed 3 Aug 2026.