Kingswood Wealth Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Kingswood Wealth Advisors’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	$349K	Sell	3,686 -391	-10%	-$37K	0.01%	725
2026 Q1	$389K	Buy	4,077 +1,011	+33%	+$97.3K	0.02%	627
2025 Q4	$295K	Buy	+3,066	New	+$297K	0.01%	682

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

Kingswood Wealth Advisors's IEF Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 9.6% in Q2 2026, selling an estimated $37K and leaving 3,686 shares worth $349K. The position accounts for 0.01% of the portfolio, ranked #725.

Kingswood Wealth Advisors first reported a position in IEF in Q4 2025 and has held it in 3 quarters since. The position peaked at $389K in Q1 2026. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Kingswood Wealth Advisors held 3,686 shares of iShares 7-10 Year Treasury Bond ETF worth $349K as of Q2 2026.
Kingswood Wealth Advisors sold 391 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $37K.
iShares 7-10 Year Treasury Bond ETF made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #725 holding.
Kingswood Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
Kingswood Wealth Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $389K in Q1 2026.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.