Key Financial Inc’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Key Financial Inc’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	$400K	Buy	4,194 +4,129	+6,352%	+$397K	0.07%	208
2025 Q4	$6.25K	Buy	65 +36	+124%	+$3.48K	﹤0.01%	988
2025 Q3	$2.8K	Buy	29 +15	+107%	+$1.43K	﹤0.01%	1147
2025 Q2	$1.34K	Buy	+14	New	+$1.32K	﹤0.01%	1237
2024 Q1	–	Sell	-100	Closed	-$9.64K	–	1319
2023 Q4	$9.64K	Hold	100	–	–	﹤0.01%	745
2023 Q3	$9.16K	Buy	100 +11	+12%	+$1.04K	﹤0.01%	740
2023 Q2	$8.6K	Sell	89 -36	-29%	-$3.54K	﹤0.01%	776
2023 Q1	$12.4K	Buy	+125	New	+$12.2K	﹤0.01%	630
2021 Q4	–	Sell	-279	Closed	-$32K	–	974
2021 Q3	$32K	Buy	+279	New	+$32.6K	0.02%	398

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

Key Financial Inc's IEF Position: Q1 2026 in Review

Key Financial Inc increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 6,352% in Q1 2026, buying an estimated $397K and bringing the position to 4,194 shares worth $400K. The position accounts for 0.07% of the portfolio, ranked #208.

Key Financial Inc first reported a position in IEF in Q3 2021 and has held it in 9 quarters since. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Key Financial Inc held 4,194 shares of iShares 7-10 Year Treasury Bond ETF worth $400K as of Q1 2026.
Key Financial Inc bought 4,129 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $397K.
iShares 7-10 Year Treasury Bond ETF made up 0.07% of Key Financial Inc's portfolio in Q1 2026, its #208 holding.
Key Financial Inc first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2021 and has held it in 9 quarters since.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.