KPP Advisory Services’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

KPP Advisory Services’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	$301K	Sell	3,183 -24	-0.7%	-$2.27K	0.04%	299
2026 Q1	$306K	Buy	3,207 +138	+4%	+$13.3K	0.04%	281
2025 Q4	$295K	Hold	3,069	–	–	0.04%	276
2025 Q3	$296K	Hold	3,069	–	–	0.04%	274
2025 Q2	$294K	Hold	3,069	–	–	0.05%	258
2025 Q1	$293K	Sell	3,069 -240	-7%	-$22.5K	0.06%	248
2024 Q4	$306K	Sell	3,309 -90	-3%	-$8.5K	0.07%	196
2024 Q3	$334K	Buy	3,399 +90	+3%	+$8.7K	0.08%	184
2024 Q2	$310K	Sell	3,309 -81	-2%	-$7.53K	0.08%	179
2024 Q1	$321K	Buy	+3,390	New	+$321K	0.09%	179
2023 Q4	–	Sell	-4,369	Closed	-$400K	–	163
2023 Q3	$400K	Buy	+4,369	New	+$412K	0.13%	119

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

KPP Advisory Services's IEF Position: Q2 2026 in Review

KPP Advisory Services reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.75% in Q2 2026, selling an estimated $2.27K and leaving 3,183 shares worth $301K. The position accounts for 0.04% of the portfolio, ranked #299.

KPP Advisory Services first reported a position in IEF in Q3 2023 and has held it in 11 quarters since. The position peaked at $400K in Q3 2023. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

KPP Advisory Services held 3,183 shares of iShares 7-10 Year Treasury Bond ETF worth $301K as of Q2 2026.
KPP Advisory Services sold 24 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.27K.
iShares 7-10 Year Treasury Bond ETF made up 0.04% of KPP Advisory Services's portfolio in Q2 2026, its #299 holding.
KPP Advisory Services first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2023 and has held it in 11 quarters since.
KPP Advisory Services's iShares 7-10 Year Treasury Bond ETF position peaked at $400K in Q3 2023.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.