Kiley Juergens Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Kiley Juergens Wealth 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 Q2	$932K	Buy	9,859 +18	+0.2%	+$1.7K	0.15%	101
2026 Q1	$939K	Buy	+9,841	New	+$947K	0.17%	94
2025 Q4	–	Sell	-11,298	Closed	-$1.09M	–	75
2025 Q3	$1.09M	Sell	11,298 -2,230	-16%	-$213K	0.24%	53
2025 Q2	$1.3M	Buy	13,528 +234	+2%	+$22.1K	0.3%	48
2025 Q1	$1.27M	Buy	13,294 +134	+1%	+$12.5K	0.34%	44
2024 Q4	$1.22M	Buy	+13,160	New	+$1.24M	0.3%	44

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

Kiley Juergens Wealth Management's IEF Position: Q2 2026 in Review

Kiley Juergens Wealth Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.18% in Q2 2026, buying an estimated $1.7K and bringing the position to 9,859 shares worth $932K. The position accounts for 0.15% of the portfolio, ranked #101.

Kiley Juergens Wealth Management first reported a position in IEF in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.3M in Q2 2025. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Kiley Juergens Wealth Management held 9,859 shares of iShares 7-10 Year Treasury Bond ETF worth $932K as of Q2 2026.
Kiley Juergens Wealth Management bought 18 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.7K.
iShares 7-10 Year Treasury Bond ETF made up 0.15% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #101 holding.
Kiley Juergens Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
Kiley Juergens Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $1.3M in Q2 2025.
1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.