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

Keebeck 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	$1.55M	Buy	16,342 +5,244	+47%	+$496K	0.15%	136
2026 Q1	$1.06M	Buy	11,098 +517	+5%	+$49.7K	0.12%	153
2025 Q4	$1.02M	Buy	10,581 +6,911	+188%	+$669K	0.12%	151
2025 Q3	$354K	Buy	+3,670	New	+$351K	0.04%	274

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

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

Keebeck Wealth Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 47% in Q2 2026, buying an estimated $496K and bringing the position to 16,342 shares worth $1.55M. The position accounts for 0.15% of the portfolio, ranked #136.

Keebeck Wealth Management first reported a position in IEF in Q3 2025 and has held it in 4 quarters since. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Keebeck Wealth Management held 16,342 shares of iShares 7-10 Year Treasury Bond ETF worth $1.55M as of Q2 2026.
Keebeck Wealth Management bought 5,244 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $496K.
iShares 7-10 Year Treasury Bond ETF made up 0.15% of Keebeck Wealth Management's portfolio in Q2 2026, its #136 holding.
Keebeck Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.