Principal Financial Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Principal Financial Group’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	–	Sell	-4,724	Closed	-$451K	–	2205
2026 Q1	$451K	Sell	4,724 -12,081	-72%	-$1.16M	﹤0.01%	2030
2025 Q4	$1.62M	Buy	+16,805	New	+$1.63M	﹤0.01%	1882
2021 Q3	–	Sell	-4,800	Closed	-$554K	–	2596
2021 Q2	$554K	Buy	4,800 +1,788	+59%	+$205K	﹤0.01%	2192
2021 Q1	$340K	Buy	3,012 +244	+9%	+$28.4K	﹤0.01%	2240
2020 Q4	$332K	Buy	2,768 +245	+10%	+$29.5K	﹤0.01%	2210
2020 Q3	$307K	Buy	2,523 +837	+50%	+$102K	﹤0.01%	2124
2020 Q2	$205K	Buy	+1,686	New	+$205K	﹤0.01%	2183
2019 Q1	–	Sell	-6,569	Closed	-$684K	–	2223
2018 Q4	$684K	Buy	+6,569	New	+$665K	﹤0.01%	1864

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Principal Financial Group's IEF Position: Q2 2026 in Review

Principal Financial Group sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026, closing a stake of 4,724 shares — an estimated $451K sold.

Principal Financial Group first reported a position in IEF in Q4 2018 and held it in 8 quarters. The position peaked at $1.62M in Q4 2025. 755 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Principal Financial Group reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Principal Financial Group sold 4,724 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $451K.
Principal Financial Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2018 and held it in 8 quarters.
Principal Financial Group's iShares 7-10 Year Treasury Bond ETF position peaked at $1.62M in Q4 2025.
755 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.