Cosner Financial Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Cosner Financial 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	$1.12M	Sell	11,772 -427	-4%	-$41.1K	0.62%	19
2025 Q4	$1.17M	Sell	12,199 -96	-0.8%	-$9.29K	0.6%	20
2025 Q3	$1.19M	Sell	12,295 -11	-0.1%	-$1.05K	0.64%	19
2025 Q2	$1.18M	Sell	12,306 -214	-2%	-$20.2K	0.66%	21
2025 Q1	$1.19M	Sell	12,520 -344	-3%	-$32.2K	0.73%	21
2024 Q4	$1.19M	Buy	12,864 +223	+2%	+$21.1K	0.75%	20
2024 Q3	$1.23M	Buy	12,641 +32	+0.3%	+$3.09K	0.8%	20
2024 Q2	$485K	Sell	12,609 -237	-2%	-$22K	0.34%	28
2024 Q1	$1.22M	Buy	12,846 +27	+0.2%	+$2.56K	0.87%	18
2023 Q4	$1.24M	Buy	+12,819	New	+$1.19M	1.04%	14

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 $424B AUM 22.96% 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

Cosner Financial Group's IEF Position: Q1 2026 in Review

Cosner Financial Group reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 3.5% in Q1 2026, selling an estimated $41.1K and leaving 11,772 shares worth $1.12M. The position accounts for 0.62% of the portfolio, ranked #19.

Cosner Financial Group first reported a position in IEF in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.24M in Q4 2023. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Cosner Financial Group held 11,772 shares of iShares 7-10 Year Treasury Bond ETF worth $1.12M as of Q1 2026.
Cosner Financial Group sold 427 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $41.1K.
iShares 7-10 Year Treasury Bond ETF made up 0.62% of Cosner Financial Group's portfolio in Q1 2026, its #19 holding.
Cosner Financial Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
Cosner Financial Group's iShares 7-10 Year Treasury Bond ETF position peaked at $1.24M in Q4 2023.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Cosner Financial Group's 13F filing for Q1 2026, filed 1 May 2026.