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

Kestra Private Wealth 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 		$3.44M Buy
36,326
+1,967
+6% +$186K 0.04% 437
2026
Q1 		$3.28M Buy
34,359
+2,397
+7% +$231K 0.04% 418
2025
Q4 		$3.07M Sell
31,962
-2,216
-6% -$214K 0.04% 422
2025
Q3 		$3.3M Sell
34,178
-3,965
-10% -$379K 0.04% 397
2025
Q2 		$3.65M Sell
38,143
-7,763
-17% -$734K 0.05% 347
2025
Q1 		$4.38M Buy
45,906
+5,219
+13% +$488K 0.07% 272
2024
Q4 		$3.76M Sell
40,687
-5,614
-12% -$530K 0.06% 297
2024
Q3 		$4.54M Sell
46,301
-2,637
-5% -$255K 0.08% 241
2024
Q2 		$4.58M Buy
48,938
+8,814
+22% +$819K 0.09% 232
2024
Q1 		$3.8M Buy
40,124
+27,848
+227% +$2.64M 0.09% 251
2023
Q4 		$1.18M Sell
12,276
-43,010
-78% -$3.98M 0.03% 482
2023
Q3 		$5.06M Buy
55,286
+35,986
+186% +$3.39M 0.16% 150
2023
Q2 		$1.86M Sell
19,300
-4,390
-19% -$432K 0.06% 310
2023
Q1 		$2.35M Buy
23,690
+4,226
+22% +$413K 0.09% 234
2022
Q4 		$1.86M Sell
19,464
-31,871
-62% -$3.06M 0.09% 251
2022
Q3 		$4.93M Buy
51,335
+117
+0.2% +$11.9K 0.29% 93
2022
Q2 		$5.24M Sell
51,218
-14,707
-22% -$1.51M 0.3% 84
2022
Q1 		$7.08M Buy
65,925
+8,276
+14% +$918K 0.35% 66
2021
Q4 		$6.63M Sell
57,649
-1,834
-3% -$211K 0.32% 74
2021
Q3 		$6.85M Sell
59,483
-852
-1% -$99.6K 0.38% 53
2021
Q2 		$6.97M Buy
60,335
+1,673
+3% +$191K 0.42% 45
2021
Q1 		$6.63M Buy
58,662
+2,465
+4% +$287K 0.46% 45
2020
Q4 		$6.74M Sell
56,197
-8,771
-14% -$1.06M 0.5% 40
2020
Q3 		$7.91M Buy
+64,968
New +$7.93M 0.69% 24

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
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 Private Wealth Services's IEF Position: Q2 2026 in Review

Kestra Private Wealth Services increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 5.7% in Q2 2026, buying an estimated $186K and bringing the position to 36,326 shares worth $3.44M. The position accounts for 0.04% of the portfolio, ranked #437.

Kestra Private Wealth Services first reported a position in IEF in Q3 2020 and has held it in 24 quarters since. The position peaked at $7.91M in Q3 2020. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Kestra Private Wealth Services held 36,326 shares of iShares 7-10 Year Treasury Bond ETF worth $3.44M as of Q2 2026.
  • Kestra Private Wealth Services bought 1,967 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $186K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.04% of Kestra Private Wealth Services's portfolio in Q2 2026, its #437 holding.
  • Kestra Private Wealth 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 Private Wealth Services's iShares 7-10 Year Treasury Bond ETF position peaked at $7.91M in Q3 2020.
  • 1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

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