Kinloch Capital’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Kinloch Capital’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	$541K	Sell	5,722 -149	-3%	-$14.1K	0.2%	56
2026 Q1	$560K	Hold	5,871	–	–	0.23%	57
2025 Q4	$565K	Buy	5,871 +46	+0.8%	+$4.45K	0.24%	53
2025 Q3	$562K	Buy	5,825 +524	+10%	+$50.1K	0.25%	55
2025 Q2	$508K	Sell	5,301 -192	-3%	-$18.2K	0.24%	55
2025 Q1	$524K	Hold	5,493	–	–	0.25%	56
2024 Q4	$508K	Buy	5,493 +669	+14%	+$63.2K	0.25%	55
2024 Q3	$473K	Sell	4,824 -278	-5%	-$26.9K	0.23%	62
2024 Q2	$478K	Buy	5,102 +278	+6%	+$25.8K	0.25%	56
2024 Q1	$457K	Buy	4,824 +751	+18%	+$71.2K	0.23%	54
2023 Q4	$393K	Hold	4,073	–	–	0.25%	51
2023 Q3	$373K	Buy	+4,073	New	+$384K	0.23%	54
2023 Q2	–	Sell	-3,649	Closed	-$362K	–	66
2023 Q1	$362K	Hold	3,649	–	–	0.21%	49
2022 Q4	$350K	Hold	3,649	–	–	0.2%	48
2022 Q3	$350K	Sell	3,649 -128	-3%	-$13K	0.23%	53
2022 Q2	$386K	Hold	3,777	–	–	0.25%	51
2022 Q1	$406K	Hold	3,777	–	–	0.24%	54
2021 Q4	$434K	Sell	3,777 -109	-3%	-$12.5K	0.27%	53
2021 Q3	$448K	Buy	3,886 +741	+24%	+$86.6K	0.32%	50
2021 Q2	$363K	Buy	+3,145	New	+$360K	0.26%	54
2021 Q1	–	Sell	-2,665	Closed	-$320K	–	120
2020 Q4	$320K	Buy	+2,665	New	+$321K	0.27%	55

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

Kinloch Capital's IEF Position: Q2 2026 in Review

Kinloch Capital reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 2.5% in Q2 2026, selling an estimated $14.1K and leaving 5,722 shares worth $541K. The position accounts for 0.2% of the portfolio, ranked #56.

Kinloch Capital first reported a position in IEF in Q4 2020 and has held it in 21 quarters since. The position peaked at $565K in Q4 2025. 1,141 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Kinloch Capital held 5,722 shares of iShares 7-10 Year Treasury Bond ETF worth $541K as of Q2 2026.
Kinloch Capital sold 149 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $14.1K.
iShares 7-10 Year Treasury Bond ETF made up 0.2% of Kinloch Capital's portfolio in Q2 2026, its #56 holding.
Kinloch Capital first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2020 and has held it in 21 quarters since.
Kinloch Capital's iShares 7-10 Year Treasury Bond ETF position peaked at $565K in Q4 2025.
1,141 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Kinloch Capital's 13F filing for Q2 2026, filed 14 Aug 2026.