United Capital Management of KS’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

United Capital Management of KS’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	$25.7M	Buy	271,552 +12,307	+5%	+$1.16M	3.36%	6
2026 Q1	$24.7M	Buy	259,245 +10,855	+4%	+$1.04M	3.75%	4
2025 Q4	$23.9M	Buy	248,390 +11,364	+5%	+$1.1M	3.35%	5
2025 Q3	$22.9M	Buy	237,026 +13,579	+6%	+$1.3M	3.11%	5
2025 Q2	$21.4M	Buy	+223,447	New	+$21.1M	3.35%	4

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

United Capital Management of KS's IEF Position: Q2 2026 in Review

United Capital Management of KS increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 4.7% in Q2 2026, buying an estimated $1.16M and bringing the position to 271,552 shares worth $25.7M. The position accounts for 3.36% of the portfolio, ranked #6.

United Capital Management of KS first reported a position in IEF in Q2 2025 and has held it in 5 quarters since. 755 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

United Capital Management of KS held 271,552 shares of iShares 7-10 Year Treasury Bond ETF worth $25.7M as of Q2 2026.
United Capital Management of KS bought 12,307 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.16M.
iShares 7-10 Year Treasury Bond ETF made up 3.36% of United Capital Management of KS's portfolio in Q2 2026, its #6 holding.
United Capital Management of KS first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
755 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on United Capital Management of KS's 13F filing for Q2 2026, filed 5 Aug 2026.