KWM
IEF icon

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
2017
Q3 		– Sell
-500
Closed -$1K – 387
2017
Q2 		$1K Hold
500
– – ﹤0.01% 338
2017
Q1 		$1K Buy
+500
New +$52.5K ﹤0.01% 288

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 $9.54B AUM 19.86% 1-Year Est. Return

Kingsview Wealth Management's IEF Position: Q1 2026 in Review

Kingsview Wealth Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 21% in Q1 2026, selling an estimated $7.31M and leaving 292,002 shares worth $27.9M. The position accounts for 0.38% of the portfolio, ranked #47.

Kingsview Wealth Management first reported a position in IEF in Q1 2017 and has held it in 34 quarters since. The position peaked at $35.4M in Q4 2025. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Kingsview Wealth Management held 292,002 shares of iShares 7-10 Year Treasury Bond ETF worth $27.9M as of Q1 2026.
  • Kingsview Wealth Management sold 76,022 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $7.31M.
  • iShares 7-10 Year Treasury Bond ETF made up 0.38% of Kingsview Wealth Management's portfolio in Q1 2026, its #47 holding.
  • Kingsview Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2017 and has held it in 34 quarters since.
  • Kingsview Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $35.4M 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 Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.