LMKC
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L.M. Kohn & Company’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

L.M. Kohn & Company’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
2025
Q3 		– Sell
-3,454
Closed -$331K – 200
2025
Q2 		$331K Sell
3,454
-3,050
-47% -$288K 0.09% 183
2025
Q1 		$620K Sell
6,504
-123
-2% -$11.5K 0.16% 129
2024
Q4 		$613K Sell
6,627
-1,472
-18% -$139K 0.16% 123
2024
Q3 		$795K Buy
8,099
+2,069
+34% +$200K 0.2% 107
2024
Q2 		$565K Sell
6,030
-790
-12% -$73.4K 0.15% 134
2024
Q1 		$646K Buy
6,820
+1,497
+28% +$142K 0.18% 120
2023
Q4 		$513K Buy
5,323
+414
+8% +$38.3K 0.16% 126
2023
Q3 		$450K Sell
4,909
-2,240
-31% -$211K 0.16% 127
2023
Q2 		$691K Sell
7,149
-7,022
-50% -$690K 0.26% 90
2023
Q1 		$1.4M Sell
14,171
-2,047
-13% -$200K 0.58% 35
2022
Q4 		$1.55M Buy
16,218
+490
+3% +$47.1K 0.73% 26
2022
Q3 		$1.51M Buy
15,728
+1,654
+12% +$168K 0.74% 27
2022
Q2 		$1.44M Sell
14,074
-9,374
-40% -$962K 0.67% 31
2022
Q1 		$2.52M Buy
+23,448
New +$2.6M 0.97% 15

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

L.M. Kohn & Company's IEF Position: Q3 2025 in Review

L.M. Kohn & Company sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2025, closing a stake of 3,454 shares — an estimated $331K sold.

L.M. Kohn & Company first reported a position in IEF in Q1 2022 and held it in 14 quarters. The position peaked at $2.52M in Q1 2022. 1,001 funds tracked by Wall St. Rank hold IEF as of Q3 2025.

  • L.M. Kohn & Company reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • L.M. Kohn & Company sold 3,454 iShares 7-10 Year Treasury Bond ETF shares in Q3 2025, an estimated $331K.
  • L.M. Kohn & Company first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2022 and held it in 14 quarters.
  • L.M. Kohn & Company's iShares 7-10 Year Treasury Bond ETF position peaked at $2.52M in Q1 2022.
  • 1,001 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.