Krilogy Financial’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.4M | Sell |
25,145
-8,992
| -26% | -$865K | 0.08% | 199 |
|
|
2025
Q4 | $3.28M | Buy |
34,137
+7,538
| +28% | +$729K | 0.11% | 150 |
|
|
2025
Q3 | $2.56M | Sell |
26,599
-2,298
| -8% | -$220K | 0.1% | 168 |
|
|
2025
Q2 | $2.77M | Sell |
28,897
-1,063
| -4% | -$101K | 0.16% | 112 |
|
|
2025
Q1 | $2.86M | Sell |
29,960
-1,393
| -4% | -$130K | 0.19% | 101 |
|
|
2024
Q4 | $2.9M | Sell |
31,353
-3,076
| -9% | -$291K | 0.19% | 100 |
|
|
2024
Q3 | $3.38M | Sell |
34,429
-2,750
| -7% | -$266K | 0.23% | 95 |
|
|
2024
Q2 | $3.48M | Sell |
37,179
-5,653
| -13% | -$525K | 0.26% | 90 |
|
|
2024
Q1 | $4.05M | Sell |
42,832
-5,832
| -12% | -$553K | 0.31% | 70 |
|
|
2023
Q4 | $4.69M | Sell |
48,664
-6,355
| -12% | -$588K | 0.4% | 62 |
|
|
2023
Q3 | $5.04M | Sell |
55,019
-7,870
| -13% | -$742K | 0.46% | 50 |
|
|
2023
Q2 | $6.08M | Sell |
62,889
-14,403
| -19% | -$1.42M | 0.55% | 43 |
|
|
2023
Q1 | $7.66M | Sell |
77,292
-52,721
| -41% | -$5.15M | 0.64% | 32 |
|
|
2022
Q4 | $12.5M | Buy |
130,013
+5,886
| +5% | +$565K | 1.19% | 19 |
|
|
2022
Q3 | $11.9M | Buy |
124,127
+13,419
| +12% | +$1.36M | 1.42% | 16 |
|
|
2022
Q2 | $11.3M | Sell |
110,708
-13,029
| -11% | -$1.34M | 1.32% | 17 |
|
|
2022
Q1 | $13.3M | Buy |
123,737
+2,131
| +2% | +$236K | 1.36% | 17 |
|
|
2021
Q4 | $14M | Sell |
121,606
-33,781
| -22% | -$3.88M | 1.41% | 15 |
|
|
2021
Q3 | $17.9M | Sell |
155,387
-10,638
| -6% | -$1.24M | 1.79% | 14 |
|
|
2021
Q2 | $19.2M | Sell |
166,025
-872
| -0.5% | -$99.8K | 1.91% | 14 |
|
|
2021
Q1 | $18.8M | Buy |
166,897
+9,406
| +6% | +$1.1M | 1.99% | 15 |
|
|
2020
Q4 | $18.9M | Buy |
157,491
+10,402
| +7% | +$1.25M | 2.27% | 13 |
|
|
2020
Q3 | $17.9M | Buy |
147,089
+9,924
| +7% | +$1.21M | 2.48% | 12 |
|
|
2020
Q2 | $16.7M | Sell |
137,165
-37,829
| -22% | -$4.6M | 2.56% | 12 |
|
|
2020
Q1 | $21.3M | Sell |
174,994
-23,290
| -12% | -$2.68M | 4.04% | 4 |
|
|
2019
Q4 | $21.9M | Buy |
198,284
+31,750
| +19% | +$3.54M | 3.59% | 5 |
|
|
2019
Q3 | $18.7M | Buy |
166,534
+2,412
| +1% | +$269K | 3.38% | 6 |
|
|
2019
Q2 | $18.1M | Buy |
164,122
+70,209
| +75% | +$7.52M | 3.46% | 5 |
|
|
2019
Q1 | $10M | Buy |
93,913
+7,461
| +9% | +$780K | 2.12% | 11 |
|
|
2018
Q4 | $9.01M | Sell |
86,452
-6,995
| -7% | -$708K | 2.48% | 11 |
|
|
2018
Q3 | $9.45M | Sell |
93,447
-824
| -0.9% | -$84.1K | 2.14% | 11 |
|
|
2018
Q2 | $9.66M | Buy |
94,271
+3,816
| +4% | +$389K | 2.44% | 11 |
|
|
2018
Q1 | $9.33M | Buy |
90,455
+3,370
| +4% | +$347K | 2.23% | 11 |
|
|
2017
Q4 | $9.19M | Buy |
87,085
+8,141
| +10% | +$863K | 2.22% | 12 |
|
|
2017
Q3 | $8.41M | Buy |
78,944
+6,294
| +9% | +$674K | 2.15% | 12 |
|
|
2017
Q2 | $7.75M | Buy |
72,650
+23,241
| +47% | +$2.48M | 2.16% | 12 |
|
|
2017
Q1 | $5.18M | Hold |
49,409
| – | – | 1.61% | 13 |
|
|
2016
Q4 | $5.18M | Buy |
49,409
+3,225
| +7% | +$346K | 1.61% | 13 |
|
|
2016
Q3 | $5.17M | Buy |
46,184
+5,687
| +14% | +$637K | 1.64% | 13 |
|
|
2016
Q2 | $4.57M | Sell |
40,497
-562
| -1% | -$62.2K | 1.59% | 15 |
|
|
2016
Q1 | $4.53M | Buy |
+41,059
| New | +$4.48M | 1.86% | 12 |
|
|
2015
Q4 | – | Sell |
-43,010
| Closed | -$4.64M | – | 497 |
|
|
2015
Q3 | $4.64M | Buy |
+43,010
| New | +$4.57M | 2.21% | 12 |
|
Other funds holding IEF
BTI
Krilogy Financial's IEF Position: Q1 2026 in Review
Krilogy Financial reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 26% in Q1 2026, selling an estimated $865K and leaving 25,145 shares worth $2.4M. The position accounts for 0.08% of the portfolio, ranked #199.
Krilogy Financial first reported a position in IEF in Q3 2015 and has held it in 42 quarters since. The position peaked at $21.9M in Q4 2019. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.
- Krilogy Financial held 25,145 shares of iShares 7-10 Year Treasury Bond ETF worth $2.4M as of Q1 2026.
- Krilogy Financial sold 8,992 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $865K.
- iShares 7-10 Year Treasury Bond ETF made up 0.08% of Krilogy Financial's portfolio in Q1 2026, its #199 holding.
- Krilogy Financial first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2015 and has held it in 42 quarters since.
- Krilogy Financial's iShares 7-10 Year Treasury Bond ETF position peaked at $21.9M in Q4 2019.
- 1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.
Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.