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

KFA Private Wealth Group’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
Q3 		$224K Sell
2,512
-87
-3% -$8.05K 0.05% 145
2026
Q2 		$246K Buy
+2,599
New +$246K 0.06% 136

Other funds holding IEF

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
IIM
Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
SFG
Strategic Financial Group Grand Haven, Michigan $103M AUM
PWM
Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

KFA Private Wealth Group's IEF Position: Q3 2026 in Review

KFA Private Wealth Group reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 3.3% in Q3 2026, selling an estimated $8.05K and leaving 2,512 shares worth $224K. The position accounts for 0.05% of the portfolio, ranked #145.

KFA Private Wealth Group first reported a position in IEF in Q2 2026 and has held it in 2 quarters since. The position peaked at $246K in Q2 2026. 55 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

  • KFA Private Wealth Group held 2,512 shares of iShares 7-10 Year Treasury Bond ETF worth $224K as of Q3 2026.
  • KFA Private Wealth Group sold 87 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $8.05K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.05% of KFA Private Wealth Group's portfolio in Q3 2026, its #145 holding.
  • KFA Private Wealth Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • KFA Private Wealth Group's iShares 7-10 Year Treasury Bond ETF position peaked at $246K in Q2 2026.
  • 55 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.