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 Q3	$247K	Buy	2,764 +7	+0.3%	+$648	0.14%	172
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

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AAG

Avalon Advisory Group Wexford, Pennsylvania $266M AUM 7.19% 1-Year Est. Return

CenturyLink Investment Management Denver, Colorado $126M AUM 0.66% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Twele Capital Management Minnetonka, Minnesota $605M AUM 5.95% 1-Year Est. Return

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

Patton Fund Management Dallas, Texas $389M AUM 65.14% 1-Year Est. Return

M.E. Allison & Co's IEF Position: Q3 2026 in Review

M.E. Allison & Co increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.25% in Q3 2026, buying an estimated $648 and bringing the position to 2,764 shares worth $247K. The position accounts for 0.14% of the portfolio, ranked #172.

M.E. Allison & Co first reported a position in IEF in Q1 2025 and has held it in 7 quarters since. The position peaked at $264K in Q4 2025. 258 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

M.E. Allison & Co held 2,764 shares of iShares 7-10 Year Treasury Bond ETF worth $247K as of Q3 2026.
M.E. Allison & Co bought 7 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $648.
iShares 7-10 Year Treasury Bond ETF made up 0.14% of M.E. Allison & Co's portfolio in Q3 2026, its #172 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 7 quarters since.
M.E. Allison & Co's iShares 7-10 Year Treasury Bond ETF position peaked at $264K in Q4 2025.
258 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on M.E. Allison & Co's 13F filing for Q3 2026, filed 9 Oct 2026.