KG&L Capital Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

KG&L Capital Management’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	$734K	Sell	7,686 -6,468	-46%	-$622K	0.53%	52
2025 Q4	$1.36M	Buy	14,154 +978	+7%	+$94.6K	0.34%	60
2025 Q3	$1.27M	Buy	13,176 +3,847	+41%	+$368K	0.34%	68
2025 Q2	$893K	Buy	9,329 +3,038	+48%	+$287K	0.26%	77
2025 Q1	$600K	Buy	6,291 +375	+6%	+$35.1K	0.19%	105
2024 Q4	$547K	Buy	5,916 +280	+5%	+$26.5K	0.18%	114
2024 Q3	$553K	Buy	5,636 +1,216	+28%	+$118K	0.18%	117
2024 Q2	$414K	Buy	+4,420	New	+$411K	0.14%	139

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

KG&L Capital Management's IEF Position: Q1 2026 in Review

KG&L Capital Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 46% in Q1 2026, selling an estimated $622K and leaving 7,686 shares worth $734K. The position accounts for 0.53% of the portfolio, ranked #52.

KG&L Capital Management first reported a position in IEF in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.36M in Q4 2025. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

KG&L Capital Management held 7,686 shares of iShares 7-10 Year Treasury Bond ETF worth $734K as of Q1 2026.
KG&L Capital Management sold 6,468 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $622K.
iShares 7-10 Year Treasury Bond ETF made up 0.53% of KG&L Capital Management's portfolio in Q1 2026, its #52 holding.
KG&L Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2024 and has held it in 8 quarters since.
KG&L Capital Management's iShares 7-10 Year Treasury Bond ETF position peaked at $1.36M in Q4 2025.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on KG&L Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.