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 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 $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 $8.74B AUM 14.62% 1-Year Est. Return

Kaydan Wealth Management's IEF Position: Q1 2026 in Review

Kaydan Wealth Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 28% in Q1 2026, selling an estimated $7.31M and leaving 193,841 shares worth $18.5M. The position accounts for 6.19% of the portfolio, ranked #4.

Kaydan Wealth Management first reported a position in IEF in Q1 2024 and has held it in 9 quarters since. The position peaked at $28M in Q3 2024. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Kaydan Wealth Management held 193,841 shares of iShares 7-10 Year Treasury Bond ETF worth $18.5M as of Q1 2026.
Kaydan Wealth Management sold 75,984 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $7.31M.
iShares 7-10 Year Treasury Bond ETF made up 6.19% of Kaydan Wealth Management's portfolio in Q1 2026, its #4 holding.
Kaydan Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2024 and has held it in 9 quarters since.
Kaydan Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $28M in Q3 2024.
1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Kaydan Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.