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 Q2	$5.13M	Sell	54,201 -1,281	-2%	-$121K	0.06%	279
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 $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

Principal Securities's IEF Position: Q2 2026 in Review

Principal Securities reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 2.3% in Q2 2026, selling an estimated $121K and leaving 54,201 shares worth $5.13M. The position accounts for 0.06% of the portfolio, ranked #279.

Principal Securities first reported a position in IEF in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.45M in Q3 2025. 1,139 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Principal Securities held 54,201 shares of iShares 7-10 Year Treasury Bond ETF worth $5.13M as of Q2 2026.
Principal Securities sold 1,281 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $121K.
iShares 7-10 Year Treasury Bond ETF made up 0.06% of Principal Securities's portfolio in Q2 2026, its #279 holding.
Principal Securities first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
Principal Securities's iShares 7-10 Year Treasury Bond ETF position peaked at $6.45M in Q3 2025.
1,139 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

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