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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
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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Kiley Juergens Wealth Management's IEF Position: Q1 2026 in Review

Kiley Juergens Wealth Management opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2026: 9,841 shares worth $939K. The stake represents 0.17% of the portfolio and ranks #94 among its holdings. This is a return to the name: Kiley Juergens Wealth Management previously reported a position in IEF as recently as Q3 2025.

Kiley Juergens Wealth Management first reported a position in IEF in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.3M in Q2 2025. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Kiley Juergens Wealth Management held 9,841 shares of iShares 7-10 Year Treasury Bond ETF worth $939K as of Q1 2026.
  • iShares 7-10 Year Treasury Bond ETF was a new Kiley Juergens Wealth Management position in Q1 2026.
  • iShares 7-10 Year Treasury Bond ETF made up 0.17% of Kiley Juergens Wealth Management's portfolio in Q1 2026, its #94 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 5 quarters since.
  • Kiley Juergens Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $1.3M in Q2 2025.
  • 1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.