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 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 $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

Risk Paradigm Group's IEF Position: Q1 2026 in Review

Risk Paradigm Group increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 7.3% in Q1 2026, buying an estimated $481K and bringing the position to 73,209 shares worth $6.99M. The position accounts for 5.96% of the portfolio, ranked #2.

Risk Paradigm Group first reported a position in IEF in Q1 2015 and has held it in 14 quarters since. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Risk Paradigm Group held 73,209 shares of iShares 7-10 Year Treasury Bond ETF worth $6.99M as of Q1 2026.
Risk Paradigm Group bought 5,000 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $481K.
iShares 7-10 Year Treasury Bond ETF made up 5.96% of Risk Paradigm Group's portfolio in Q1 2026, its #2 holding.
Risk Paradigm Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2015 and has held it in 14 quarters since.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Risk Paradigm Group's 13F filing for Q1 2026, filed 14 May 2026.