MEAC
IEF icon

M.E. Allison & Co’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

M.E. Allison & Co’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 		$261K Buy
2,757
+7
+0.3% +$662 0.15% 167
2026
Q1 		$262K Buy
2,750
+4
+0.1% +$385 0.17% 154
2025
Q4 		$264K Buy
2,746
+565
+26% +$54.7K 0.18% 140
2025
Q3 		$210K Buy
2,181
+7
+0.3% +$669 0.15% 169
2025
Q2 		$208K Buy
2,174
+7
+0.3% +$662 0.17% 163
2025
Q1 		$207K Buy
+2,167
New +$203K 0.2% 143

Other funds holding IEF

WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CIM
CenturyLink Investment Management Denver, Colorado $129M AUM 11.15% 1-Year Est. Return
RBCM
Raub Brock Capital Management Larkspur, California $363M AUM 12.74% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
TCM
Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return
PFM
Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return

M.E. Allison & Co's IEF Position: Q2 2026 in Review

M.E. Allison & Co increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.25% in Q2 2026, buying an estimated $662 and bringing the position to 2,757 shares worth $261K. The position accounts for 0.15% of the portfolio, ranked #167.

M.E. Allison & Co first reported a position in IEF in Q1 2025 and has held it in 6 quarters since. The position peaked at $264K in Q4 2025. 202 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • M.E. Allison & Co held 2,757 shares of iShares 7-10 Year Treasury Bond ETF worth $261K as of Q2 2026.
  • M.E. Allison & Co bought 7 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $662.
  • iShares 7-10 Year Treasury Bond ETF made up 0.15% of M.E. Allison & Co's portfolio in Q2 2026, its #167 holding.
  • M.E. Allison & Co first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • M.E. Allison & Co's iShares 7-10 Year Treasury Bond ETF position peaked at $264K in Q4 2025.
  • 202 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on M.E. Allison & Co's 13F filing for Q2 2026, filed 7 Jul 2026.