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

Kingsview 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	$30.6M	Buy	323,298 +31,296	+11%	+$2.96M	0.37%	45
2026 Q1	$27.9M	Sell	292,002 -76,022	-21%	-$7.31M	0.38%	47
2025 Q4	$35.4M	Buy	368,024 +35,133	+11%	+$3.4M	0.51%	39
2025 Q3	$32.1M	Buy	332,891 +114,822	+53%	+$11M	0.49%	38
2025 Q2	$20.9M	Sell	218,069 -11,967	-5%	-$1.13M	0.35%	49
2025 Q1	$21.9M	Buy	230,036 +31,778	+16%	+$2.97M	0.41%	42
2024 Q4	$18.3M	Sell	198,258 -37,453	-16%	-$3.54M	0.36%	49
2024 Q3	$23.1M	Buy	235,711 +73,876	+46%	+$7.14M	0.49%	46
2024 Q2	$15.2M	Buy	161,835 +19,616	+14%	+$1.82M	0.36%	51
2024 Q1	$13.5M	Sell	142,219 -5,299	-4%	-$502K	0.34%	60
2023 Q4	$14.2M	Buy	147,518 +19,452	+15%	+$1.8M	0.42%	49
2023 Q3	$11.7M	Sell	128,066 -28,779	-18%	-$2.71M	0.42%	54
2023 Q2	$15.2M	Buy	156,845 +5,274	+3%	+$518K	0.59%	27
2023 Q1	$15M	Buy	151,571 +58,540	+63%	+$5.72M	0.63%	26
2022 Q4	$8.91M	Sell	93,031 -28,350	-23%	-$2.72M	0.39%	56
2022 Q3	$11.7M	Sell	121,381 -12,722	-9%	-$1.29M	0.55%	33
2022 Q2	$13.7M	Buy	134,103 +30,000	+29%	+$3.08M	0.66%	25
2022 Q1	$11.2M	Buy	104,103 +6,878	+7%	+$763K	0.49%	41
2021 Q4	$11.2M	Buy	97,225 +42,508	+78%	+$4.89M	0.47%	40
2021 Q3	$6.3M	Buy	54,717 +10,261	+23%	+$1.2M	0.3%	74
2021 Q2	$5.13M	Buy	44,456 +11,130	+33%	+$1.27M	0.25%	83
2021 Q1	$3.78M	Buy	33,326 +10,164	+44%	+$1.18M	0.21%	108
2020 Q4	$2.78M	Buy	23,162 +8,847	+62%	+$1.06M	0.2%	115
2020 Q3	$1.74M	Buy	+14,315	New	+$1.75M	0.16%	148
2019 Q4	–	Sell	-18,708	Closed	-$2.1M	–	506
2019 Q3	$2.1M	Sell	18,708 -32,277	-63%	-$3.6M	0.33%	85
2019 Q2	$5.61M	Sell	50,985 -4,416	-8%	-$473K	0.94%	17
2019 Q1	$5.91M	Buy	55,401 +11,808	+27%	+$1.23M	0.9%	17
2018 Q4	$4.54M	Buy	43,593 +25,094	+136%	+$2.54M	0.99%	16
2018 Q3	$1.87M	Buy	18,499 +233	+1%	+$23.8K	0.38%	78
2018 Q2	$1.87M	Buy	18,266 +709	+4%	+$72.2K	0.45%	70
2018 Q1	$1.81M	Buy	17,557 +3,533	+25%	+$364K	0.45%	67
2017 Q4	$1.48M	Buy	14,024 +523	+4%	+$55.5K	0.53%	47
2017 Q3	$1.44M	Buy	13,501 +1,891	+16%	+$203K	0.63%	43
2017 Q2	$1.24M	Buy	11,610 +7,120	+159%	+$760K	0.64%	43
2017 Q1	$474K	Buy	+4,490	New	+$472K	0.28%	123

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

Kingsview Wealth Management's IEF Position: Q2 2026 in Review

Kingsview Wealth Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 11% in Q2 2026, buying an estimated $2.96M and bringing the position to 323,298 shares worth $30.6M. The position accounts for 0.37% of the portfolio, ranked #45.

Kingsview Wealth Management first reported a position in IEF in Q1 2017 and has held it in 35 quarters since. The position peaked at $35.4M in Q4 2025. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Kingsview Wealth Management held 323,298 shares of iShares 7-10 Year Treasury Bond ETF worth $30.6M as of Q2 2026.
Kingsview Wealth Management bought 31,296 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.96M.
iShares 7-10 Year Treasury Bond ETF made up 0.37% of Kingsview Wealth Management's portfolio in Q2 2026, its #45 holding.
Kingsview Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2017 and has held it in 35 quarters since.
Kingsview Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $35.4M in Q4 2025.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.