Keel Point’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Keel Point’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	$27.7M	Buy	289,749 +32,380	+13%	+$3.11M	1.83%	10
2025 Q4	$24.7M	Buy	257,369 +54,277	+27%	+$5.25M	1.49%	14
2025 Q3	$19.6M	Buy	203,092 +2,328	+1%	+$223K	1.2%	15
2025 Q2	$19.2M	Buy	200,764 +81,268	+68%	+$7.68M	1.27%	14
2025 Q1	$11.4M	Buy	119,496 +28,313	+31%	+$2.65M	0.88%	21
2024 Q4	$8.43M	Buy	91,183 +3,837	+4%	+$363K	0.67%	25
2024 Q3	$8.57M	Buy	87,346 +4,742	+6%	+$458K	0.71%	26
2024 Q2	$8.04M	Buy	82,604 +17,022	+26%	+$1.58M	0.73%	26
2024 Q1	$6.21M	Buy	65,582 +14,869	+29%	+$1.41M	0.64%	27
2023 Q4	$4.89M	Buy	50,713 +14,538	+40%	+$1.34M	0.58%	28
2023 Q3	$3.31M	Sell	36,175 -8,419	-19%	-$794K	0.45%	49
2023 Q2	$4.31M	Buy	44,594 +2,842	+7%	+$279K	0.58%	29
2023 Q1	$4.14M	Buy	41,752 +1,247	+3%	+$122K	0.6%	31
2022 Q4	$3.88M	Buy	40,505 +3,198	+9%	+$307K	0.61%	33
2022 Q3	$3.58M	Buy	37,307 +9,085	+32%	+$922K	0.61%	34
2022 Q2	$2.93M	Sell	28,222 -1,031	-4%	-$106K	0.46%	53
2022 Q1	$3.14M	Sell	29,253 -13,758	-32%	-$1.53M	0.47%	54
2021 Q4	$4.95M	Sell	43,011 -4,244	-9%	-$488K	0.56%	33
2021 Q3	$5.45M	Sell	47,255 -44,663	-49%	-$5.22M	0.7%	33
2021 Q2	$10.6M	Sell	91,918 -75,480	-45%	-$8.64M	1.18%	18
2021 Q1	$18.9M	Sell	167,398 -10,661	-6%	-$1.24M	1.84%	10
2020 Q4	$21.4M	Sell	178,059 -92,656	-34%	-$11.1M	1.9%	11
2020 Q3	$33M	Buy	270,715 +4,279	+2%	+$522K	2.99%	7
2020 Q2	$32.5M	Buy	266,436 +33,219	+14%	+$4.04M	3.36%	7
2020 Q1	$28.3M	Buy	233,217 +62,047	+36%	+$7.14M	3.66%	5
2019 Q4	$18.9M	Sell	171,170 -21,026	-11%	-$2.34M	2.05%	10
2019 Q3	$21.6M	Buy	192,196 +161,331	+523%	+$18M	2.64%	6
2019 Q2	$3.4M	Buy	30,865 +5,847	+23%	+$627K	0.39%	37
2019 Q1	$2.67M	Buy	25,018 +8,366	+50%	+$875K	0.31%	35
2018 Q4	$1.74M	Buy	+16,652	New	+$1.69M	0.23%	42

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

Keel Point's IEF Position: Q1 2026 in Review

Keel Point increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 13% in Q1 2026, buying an estimated $3.11M and bringing the position to 289,749 shares worth $27.7M. The position accounts for 1.83% of the portfolio, ranked #10.

Keel Point first reported a position in IEF in Q4 2018 and has held it in 30 quarters since. The position peaked at $33M in Q3 2020. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Keel Point held 289,749 shares of iShares 7-10 Year Treasury Bond ETF worth $27.7M as of Q1 2026.
Keel Point bought 32,380 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $3.11M.
iShares 7-10 Year Treasury Bond ETF made up 1.83% of Keel Point's portfolio in Q1 2026, its #10 holding.
Keel Point first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2018 and has held it in 30 quarters since.
Keel Point's iShares 7-10 Year Treasury Bond ETF position peaked at $33M in Q3 2020.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.