Koshinski Asset Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Koshinski Asset 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
2026 Q2	$2.88M	Sell	30,470 -2,301	-7%	-$218K	0.15%	136
2026 Q1	$3.13M	Buy	32,771 +1,907	+6%	+$183K	0.2%	111
2025 Q4	$2.97M	Sell	30,864 -3,312	-10%	-$320K	0.19%	118
2025 Q3	$3.3M	Buy	34,176 +1,065	+3%	+$102K	0.22%	101
2025 Q2	$3.17M	Sell	33,111 -6,930	-17%	-$655K	0.24%	95
2025 Q1	$3.82M	Buy	40,041 +7,073	+21%	+$662K	0.32%	68
2024 Q4	$3.05B	Buy	32,968 +26,217	+388%	+$2.48M	0.26%	87
2024 Q3	$662K	Buy	6,751 +2,561	+61%	+$248K	0.06%	314
2024 Q2	$394K	Sell	4,190 -648	-13%	-$60.2K	0.04%	401
2024 Q1	$458K	Sell	4,838 -1,697	-26%	-$161K	0.05%	335
2023 Q4	$630K	Buy	6,535 +1,770	+37%	+$164K	0.1%	241
2023 Q3	$436K	Sell	4,765 -9,433	-66%	-$890K	0.05%	356
2023 Q2	$1.37M	Buy	+14,198	New	+$1.4M	0.15%	148
2023 Q1	–	Sell	-3,940	Closed	-$377K	–	591
2022 Q4	$377K	Sell	3,940 -1,605	-29%	-$154K	0.04%	413
2022 Q3	$532K	Buy	5,545 +1,031	+23%	+$105K	0.06%	308
2022 Q2	$462K	Sell	4,514 -321	-7%	-$32.9K	0.05%	380
2022 Q1	$520K	Sell	4,835 -1,694	-26%	-$188K	0.04%	379
2021 Q4	$751K	Buy	6,529 +1,196	+22%	+$137K	0.06%	315
2021 Q3	$614K	Sell	5,333 -1,431	-21%	-$167K	0.05%	349
2021 Q2	$781K	Sell	6,764 -972	-13%	-$111K	0.1%	230
2021 Q1	$874K	Buy	7,736 +2,156	+39%	+$251K	0.09%	247
2020 Q4	$669K	Buy	5,580 +414	+8%	+$49.8K	0.08%	260
2020 Q3	$626	Buy	5,166 +581	+13%	+$70.9K	0.08%	243
2020 Q2	$559K	Buy	4,585 +2,896	+171%	+$352K	0.09%	252
2020 Q1	$205K	Buy	+1,689	New	+$194K	0.04%	420

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

Koshinski Asset Management's IEF Position: Q2 2026 in Review

Koshinski Asset Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 7% in Q2 2026, selling an estimated $218K and leaving 30,470 shares worth $2.88M. The position accounts for 0.15% of the portfolio, ranked #136.

Koshinski Asset Management first reported a position in IEF in Q1 2020 and has held it in 25 quarters since. The position peaked at $3.05B in Q4 2024. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Koshinski Asset Management held 30,470 shares of iShares 7-10 Year Treasury Bond ETF worth $2.88M as of Q2 2026.
Koshinski Asset Management sold 2,301 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $218K.
iShares 7-10 Year Treasury Bond ETF made up 0.15% of Koshinski Asset Management's portfolio in Q2 2026, its #136 holding.
Koshinski Asset Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2020 and has held it in 25 quarters since.
Koshinski Asset Management's iShares 7-10 Year Treasury Bond ETF position peaked at $3.05B in Q4 2024.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.