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

King Wealth Management 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
Q2 		$944K Sell
9,980
-305
-3% -$28.9K 0.1% 77
2026
Q1 		$982K Buy
10,285
+125
+1% +$12K 0.12% 69
2025
Q4 		$977K Sell
10,160
-128
-1% -$12.4K 0.12% 66
2025
Q3 		$992K Sell
10,288
-165
-2% -$15.8K 0.12% 62
2025
Q2 		$1M Sell
10,453
-96
-0.9% -$9.08K 0.14% 61
2025
Q1 		$1.01M Sell
10,549
-102
-1% -$9.54K 0.15% 63
2024
Q4 		$985K Buy
10,651
+440
+4% +$41.6K 0.14% 65
2024
Q3 		$1M Sell
10,211
-509
-5% -$49.2K 0.16% 63
2024
Q2 		$1M Sell
10,720
-496
-4% -$46.1K 0.17% 61
2024
Q1 		$1.06M Sell
11,216
-945
-8% -$89.6K 0.19% 59
2023
Q4 		$1.17M Sell
12,161
-1,016
-8% -$94K 0.23% 52
2023
Q3 		$1.21M Sell
13,177
-501
-4% -$47.3K 0.25% 49
2023
Q2 		$1.32M Buy
13,678
+65
+0.5% +$6.39K 0.27% 48
2023
Q1 		$1.35M Sell
13,613
-176
-1% -$17.2K 0.3% 46
2022
Q4 		$1.32M Sell
13,789
-226
-2% -$21.7K 0.32% 46
2022
Q3 		$1.34M Buy
14,015
+66
+0.5% +$6.7K 0.34% 44
2022
Q2 		$1.43M Buy
13,949
+98
+0.7% +$10.1K 0.34% 44
2022
Q1 		$1.49M Buy
13,851
+472
+4% +$52.4K 0.29% 52
2021
Q4 		$1.54M Sell
13,379
-239
-2% -$27.5K 0.29% 49
2021
Q3 		$1.57M Buy
13,618
+491
+4% +$57.4K 0.32% 44
2021
Q2 		$1.52M Buy
13,127
+288
+2% +$33K 0.31% 49
2021
Q1 		$1.45M Buy
12,839
+110
+0.9% +$12.8K 0.33% 50
2020
Q4 		$1.53M Buy
12,729
+202
+2% +$24.3K 0.36% 47
2020
Q3 		$1.53M Buy
12,527
+243
+2% +$29.6K 0.4% 38
2020
Q2 		$1.5M Buy
12,284
+208
+2% +$25.3K 0.44% 37
2020
Q1 		$1.47M Buy
12,076
+527
+5% +$60.7K 0.63% 30
2019
Q4 		$1.27M Buy
11,549
+916
+9% +$102K 0.34% 45
2019
Q3 		$1.2M Buy
10,633
+200
+2% +$22.3K 0.34% 45
2019
Q2 		$1.15M Buy
10,433
+1,541
+17% +$165K 0.34% 46
2019
Q1 		$949K Buy
8,892
+2,523
+40% +$264K 0.3% 50
2018
Q4 		$664K Sell
6,369
-173
-3% -$17.5K 0.24% 54
2018
Q3 		$662K Buy
6,542
+30
+0.5% +$3.06K 0.21% 56
2018
Q2 		$668K Buy
6,512
+59
+0.9% +$6.01K 0.23% 52
2018
Q1 		$666K Buy
6,453
+105
+2% +$10.8K 0.24% 55
2017
Q4 		$670K Buy
6,348
+946
+18% +$100K 0.24% 56
2017
Q3 		$575K Buy
5,402
+694
+15% +$74.4K 0.21% 62
2017
Q2 		$502K Sell
4,708
-292
-6% -$31.2K 0.2% 66
2017
Q1 		$528K Buy
5,000
+2,167
+76% +$228K 0.22% 66
2016
Q4 		$297K Buy
2,833
+384
+16% +$41.3K 0.13% 91
2016
Q3 		$274K Sell
2,449
-38
-2% -$4.26K 0.14% 90
2016
Q2 		$281K Buy
2,487
+95
+4% +$10.5K 0.15% 78
2016
Q1 		$263K Buy
2,392
+8
+0.3% +$873 0.14% 85
2015
Q4 		$252K Buy
2,384
+81
+4% +$8.63K 0.14% 89
2015
Q3 		$248K Buy
2,303
+13
+0.6% +$1.38K 0.15% 90
2015
Q2 		$240K Buy
+2,290
New +$244K 0.13% 96

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

King Wealth Management Group's IEF Position: Q2 2026 in Review

King Wealth Management Group reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 3% in Q2 2026, selling an estimated $28.9K and leaving 9,980 shares worth $944K. The position accounts for 0.1% of the portfolio, ranked #77.

King Wealth Management Group first reported a position in IEF in Q2 2015 and has held it in 45 quarters since. The position peaked at $1.57M in Q3 2021. 977 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • King Wealth Management Group held 9,980 shares of iShares 7-10 Year Treasury Bond ETF worth $944K as of Q2 2026.
  • King Wealth Management Group sold 305 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $28.9K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.1% of King Wealth Management Group's portfolio in Q2 2026, its #77 holding.
  • King Wealth Management Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2015 and has held it in 45 quarters since.
  • King Wealth Management Group's iShares 7-10 Year Treasury Bond ETF position peaked at $1.57M in Q3 2021.
  • 977 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on King Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.