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

Kovack 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	$1.2M	Buy	12,628 +5,703	+82%	+$549K	0.06%	309
2025 Q4	$666K	Buy	6,925 +4,139	+149%	+$401K	0.03%	497
2025 Q3	$269K	Sell	2,786 -229	-8%	-$21.9K	0.03%	500
2025 Q2	$289K	Buy	+3,015	New	+$285K	0.03%	472
2023 Q4	–	Sell	-2,217	Closed	-$203K	–	591
2023 Q3	$203K	Buy	+2,217	New	+$209K	0.03%	488
2021 Q4	–	Sell	-1,802	Closed	-$208K	–	737
2021 Q3	$208K	Buy	1,802 +4	+0.2%	+$468	0.02%	645
2021 Q2	$208K	Sell	1,798 -362	-17%	-$41.4K	0.02%	633
2021 Q1	$244K	Buy	2,160 +167	+8%	+$19.5K	0.03%	530
2020 Q4	$239K	Sell	1,993 -223	-10%	-$26.8K	0.03%	470
2020 Q3	$270K	Sell	2,216 -133	-6%	-$16.2K	0.05%	351
2020 Q2	$286K	Buy	2,349 +32	+1%	+$3.89K	0.06%	335
2020 Q1	$281K	Sell	2,317 -1,874	-45%	-$216K	0.06%	301
2019 Q4	$462K	Sell	4,191 -323	-7%	-$36K	0.08%	260
2019 Q3	$508K	Buy	+4,514	New	+$504K	0.1%	227
2016 Q2	–	Sell	-2,724	Closed	-$301K	–	285
2016 Q1	$301K	Buy	+2,724	New	+$297K	0.19%	133

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 $8.74B AUM 14.62% 1-Year Est. Return

Kovack Advisors's IEF Position: Q1 2026 in Review

Kovack Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 82% in Q1 2026, buying an estimated $549K and bringing the position to 12,628 shares worth $1.2M. The position accounts for 0.06% of the portfolio, ranked #309.

Kovack Advisors first reported a position in IEF in Q1 2016 and has held it in 15 quarters since. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Kovack Advisors held 12,628 shares of iShares 7-10 Year Treasury Bond ETF worth $1.2M as of Q1 2026.
Kovack Advisors bought 5,703 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $549K.
iShares 7-10 Year Treasury Bond ETF made up 0.06% of Kovack Advisors's portfolio in Q1 2026, its #309 holding.
Kovack Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2016 and has held it in 15 quarters since.
1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.