Kestra Advisory Services’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Kestra Advisory Services’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	$37.4M	Buy	395,637 +1,631	+0.4%	+$154K	0.12%	167
2026 Q1	$37.6M	Buy	394,006 +29,876	+8%	+$2.87M	0.14%	142
2025 Q4	$35M	Sell	364,130 -3,627	-1%	-$351K	0.14%	132
2025 Q3	$35.5M	Buy	367,757 +289,555	+370%	+$27.7M	0.16%	120
2025 Q2	$7.49M	Buy	78,202 +49,758	+175%	+$4.7M	0.04%	471
2025 Q1	$2.71M	Sell	28,444 -280,227	-91%	-$26.2M	0.01%	851
2024 Q4	$28.5M	Sell	308,671 -35,272	-10%	-$3.33M	0.16%	120
2024 Q3	$33.7M	Buy	343,943 +47,062	+16%	+$4.55M	0.19%	114
2024 Q2	$27.3M	Buy	296,881 +150,373	+103%	+$14M	0.15%	140
2024 Q1	$13.9M	Sell	146,508 -15,701	-10%	-$1.49M	0.09%	233
2023 Q4	$15.6M	Buy	162,209 +70,563	+77%	+$6.53M	0.13%	168
2023 Q3	$8.39M	Sell	91,646 -10,655	-10%	-$1M	0.08%	262
2023 Q2	$9.88M	Sell	102,301 -98,411	-49%	-$9.67M	0.1%	227
2023 Q1	$19.9M	Buy	200,712 +111,131	+124%	+$10.9M	0.22%	102
2022 Q4	$8.58M	Buy	89,581 +1,214	+1%	+$117K	0.08%	282
2022 Q3	$8.48M	Sell	88,367 -103,654	-54%	-$10.5M	0.09%	247
2022 Q2	$19.6M	Buy	192,021 +108,720	+131%	+$11.2M	0.2%	108
2022 Q1	$8.95M	Sell	83,301 -816	-1%	-$90.6K	0.09%	244
2021 Q4	$9.67M	Buy	84,117 +3,937	+5%	+$453K	0.1%	230
2021 Q3	$9.24M	Buy	80,180 +8,187	+11%	+$957K	0.09%	240
2021 Q2	$8.31M	Buy	71,993 +8,915	+14%	+$1.02M	0.09%	235
2021 Q1	$7.12M	Sell	63,078 -43,244	-41%	-$5.04M	0.09%	254
2020 Q4	$12.7M	Buy	106,322 +11,024	+12%	+$1.33M	0.15%	162
2020 Q3	$12.3M	Buy	+95,298	New	+$11.6M	0.23%	112

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

Kestra Advisory Services's IEF Position: Q2 2026 in Review

Kestra Advisory Services increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.41% in Q2 2026, buying an estimated $154K and bringing the position to 395,637 shares worth $37.4M. The position accounts for 0.12% of the portfolio, ranked #167.

Kestra Advisory Services first reported a position in IEF in Q3 2020 and has held it in 24 quarters since. The position peaked at $37.6M in Q1 2026. 1,139 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Kestra Advisory Services held 395,637 shares of iShares 7-10 Year Treasury Bond ETF worth $37.4M as of Q2 2026.
Kestra Advisory Services bought 1,631 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $154K.
iShares 7-10 Year Treasury Bond ETF made up 0.12% of Kestra Advisory Services's portfolio in Q2 2026, its #167 holding.
Kestra Advisory Services first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2020 and has held it in 24 quarters since.
Kestra Advisory Services's iShares 7-10 Year Treasury Bond ETF position peaked at $37.6M in Q1 2026.
1,139 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.