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Klaas Financial Asset Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Klaas Financial Asset 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
Q1 		– Sell
-6,109
Closed -$587K – 60
2025
Q4 		$587K Sell
6,109
-40
-0.7% -$3.87K 0.09% 45
2025
Q3 		$593K Sell
6,149
-92
-1% -$8.8K 0.09% 42
2025
Q2 		$598K Buy
6,241
+79
+1% +$7.47K 0.09% 43
2025
Q1 		$588K Buy
6,162
+240
+4% +$22.5K 0.1% 43
2024
Q4 		$547K Sell
5,922
-158
-3% -$14.9K 0.1% 41
2024
Q3 		$597K Buy
6,080
+239
+4% +$23.1K 0.1% 42
2024
Q2 		$547K Buy
5,841
+361
+7% +$33.5K 0.1% 42
2024
Q1 		$519K Buy
5,480
+66
+1% +$6.25K 0.1% 40
2023
Q4 		$522K Sell
5,414
-94
-2% -$8.69K 0.11% 40
2023
Q3 		$504K Sell
5,508
-259
-4% -$24.4K 0.11% 40
2023
Q2 		$557K Sell
5,767
-326
-5% -$32K 0.12% 40
2023
Q1 		$604K Sell
6,093
-313
-5% -$30.6K 0.14% 37
2022
Q4 		$614K Buy
+6,406
New +$615K 0.15% 35

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

Klaas Financial Asset Advisors's IEF Position: Q1 2026 in Review

Klaas Financial Asset Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2026, closing a stake of 6,109 shares — an estimated $587K sold.

Klaas Financial Asset Advisors first reported a position in IEF in Q4 2022 and held it in 13 quarters. The position peaked at $614K in Q4 2022. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Klaas Financial Asset Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Klaas Financial Asset Advisors sold 6,109 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $587K.
  • Klaas Financial Asset Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2022 and held it in 13 quarters.
  • Klaas Financial Asset Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $614K in Q4 2022.
  • 1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Klaas Financial Asset Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.