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

Principal Securities’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	$5.3M	Buy	55,482 +1,504	+3%	+$145K	0.08%	252
2025 Q4	$5.19M	Sell	53,978 -12,877	-19%	-$1.25M	0.08%	235
2025 Q3	$6.45M	Buy	66,855 +3,367	+5%	+$322K	0.11%	182
2025 Q2	$6.08M	Buy	63,488 +9,419	+17%	+$891K	0.11%	172
2025 Q1	$5M	Hold	54,069	–	–	0.11%	176
2024 Q4	$5M	Buy	54,069 +10,261	+23%	+$969K	0.11%	175
2024 Q3	$4.3M	Buy	43,808 +6,261	+17%	+$605K	0.1%	188
2024 Q2	$3.52M	Buy	37,547 +3,240	+9%	+$301K	0.1%	198
2024 Q1	$3.25M	Buy	34,307 +8,031	+31%	+$761K	0.1%	192
2023 Q4	$2.53M	Buy	+26,276	New	+$2.43M	0.09%	210

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 $9.54B AUM 19.86% 1-Year Est. Return

Principal Securities's IEF Position: Q1 2026 in Review

Principal Securities increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 2.8% in Q1 2026, buying an estimated $145K and bringing the position to 55,482 shares worth $5.3M. The position accounts for 0.08% of the portfolio, ranked #252.

Principal Securities first reported a position in IEF in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.45M in Q3 2025. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Principal Securities held 55,482 shares of iShares 7-10 Year Treasury Bond ETF worth $5.3M as of Q1 2026.
Principal Securities bought 1,504 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $145K.
iShares 7-10 Year Treasury Bond ETF made up 0.08% of Principal Securities's portfolio in Q1 2026, its #252 holding.
Principal Securities first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
Principal Securities's iShares 7-10 Year Treasury Bond ETF position peaked at $6.45M in Q3 2025.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.