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 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 $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Kinloch Capital's IEF Position: Q1 2026 in Review

Kinloch Capital held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q1 2026 at 5,871 shares worth $560K. The position accounts for 0.23% of the portfolio, ranked #57.

Kinloch Capital first reported a position in IEF in Q4 2020 and has held it in 20 quarters since. The position peaked at $565K in Q4 2025. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Kinloch Capital held 5,871 shares of iShares 7-10 Year Treasury Bond ETF worth $560K as of Q1 2026.
Kinloch Capital left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 7-10 Year Treasury Bond ETF made up 0.23% of Kinloch Capital's portfolio in Q1 2026, its #57 holding.
Kinloch Capital first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2020 and has held it in 20 quarters since.
Kinloch Capital's iShares 7-10 Year Treasury Bond ETF position peaked at $565K 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 Kinloch Capital's 13F filing for Q1 2026, filed 15 May 2026.