Risk Paradigm Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Risk Paradigm Group’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	$7.54M	Buy	79,693 +6,484	+9%	+$614K	5.91%	1
2026 Q1	$6.99M	Buy	73,209 +5,000	+7%	+$481K	5.96%	2
2025 Q4	$6.56M	Buy	+68,209	New	+$6.6M	6.31%	2
2018 Q2	–	Sell	-7,279	Closed	-$751K	–	147
2018 Q1	$751K	Sell	7,279 -15,810	-68%	-$1.63M	0.95%	27
2017 Q4	$2.44M	Sell	23,089 -1,562	-6%	-$166K	2.61%	8
2017 Q3	$2.63M	Sell	24,651 -2,018	-8%	-$216K	3.2%	6
2017 Q2	$2.84M	Sell	26,669 -9,386	-26%	-$1M	3.34%	4
2017 Q1	$3.81M	Buy	36,055 +13,701	+61%	+$1.44M	4.34%	1
2016 Q4	$2.34M	Sell	22,354 -35,969	-62%	-$3.86M	2.58%	6
2016 Q3	$6.53M	Buy	58,323 +50,293	+626%	+$5.64M	4.89%	3
2016 Q2	$907K	Sell	8,030 -4,442	-36%	-$491K	1.23%	30
2016 Q1	$1.38M	Sell	12,472 -21,962	-64%	-$2.4M	1.75%	27
2015 Q4	$3.64M	Sell	34,434 -10,637	-24%	-$1.13M	4.3%	3
2015 Q3	$4.86M	Buy	+45,071	New	+$4.79M	10.03%	1
2015 Q2	–	Sell	-23,057	Closed	-$2.5M	–	336
2015 Q1	$2.5M	Buy	+23,057	New	+$2.49M	2.44%	16

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Risk Paradigm Group's IEF Position: Q2 2026 in Review

Risk Paradigm Group increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 8.9% in Q2 2026, buying an estimated $614K and bringing the position to 79,693 shares worth $7.54M. The position accounts for 5.91% of the portfolio, ranked #1.

Risk Paradigm Group first reported a position in IEF in Q1 2015 and has held it in 15 quarters since. 1,140 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Risk Paradigm Group held 79,693 shares of iShares 7-10 Year Treasury Bond ETF worth $7.54M as of Q2 2026.
Risk Paradigm Group bought 6,484 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $614K.
iShares 7-10 Year Treasury Bond ETF made up 5.91% of Risk Paradigm Group's portfolio in Q2 2026, its #1 holding.
Risk Paradigm Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2015 and has held it in 15 quarters since.
1,140 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Risk Paradigm Group's 13F filing for Q2 2026, filed 5 Aug 2026.