Kaydan Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Kaydan Wealth Management’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	$11.3M	Sell	119,262 -74,579	-38%	-$7.06M	3.44%	9
2026 Q1	$18.5M	Sell	193,841 -75,984	-28%	-$7.31M	6.19%	4
2025 Q4	$25.9M	Sell	269,825 -951	-0.4%	-$92K	7.51%	5
2025 Q3	$26.1M	Buy	270,776 +127,726	+89%	+$12.2M	7.46%	5
2025 Q2	$13.7M	Sell	143,050 -139,238	-49%	-$13.2M	4.49%	8
2025 Q1	$26.9M	Buy	282,288 +656	+0.2%	+$61.4K	8.64%	2
2024 Q4	$26M	Sell	281,632 -3,568	-1%	-$337K	8.66%	4
2024 Q3	$28M	Buy	285,200 +71,342	+33%	+$6.9M	8.26%	5
2024 Q2	$20M	Buy	213,858 +71,140	+50%	+$6.61M	7.1%	4
2024 Q1	$13.5M	Buy	+142,718	New	+$13.5M	4.61%	9

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

Kaydan Wealth Management's IEF Position: Q2 2026 in Review

Kaydan Wealth Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 38% in Q2 2026, selling an estimated $7.06M and leaving 119,262 shares worth $11.3M. The position accounts for 3.44% of the portfolio, ranked #9.

Kaydan Wealth Management first reported a position in IEF in Q1 2024 and has held it in 10 quarters since. The position peaked at $28M in Q3 2024. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Kaydan Wealth Management held 119,262 shares of iShares 7-10 Year Treasury Bond ETF worth $11.3M as of Q2 2026.
Kaydan Wealth Management sold 74,579 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $7.06M.
iShares 7-10 Year Treasury Bond ETF made up 3.44% of Kaydan Wealth Management's portfolio in Q2 2026, its #9 holding.
Kaydan Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
Kaydan Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $28M in Q3 2024.
1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Kaydan Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.