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

M Holdings 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	$1.87M	Sell	19,589 -90	-0.5%	-$8.66K	0.13%	139
2025 Q4	$1.89M	Buy	19,679 +4,054	+26%	+$392K	0.14%	131
2025 Q3	$1.51M	Buy	+15,625	New	+$1.49M	0.32%	44
2025 Q2	–	Sell	-49,833	Closed	-$4.75M	–	176
2025 Q1	$4.75M	Buy	49,833 +16,024	+47%	+$1.5M	0.79%	30
2024 Q4	$3.13M	Buy	+33,809	New	+$3.19M	0.5%	44
2023 Q1	–	Sell	-125,972	Closed	-$12.1M	–	525
2022 Q4	$12.1M	Sell	125,972 -1,928	-2%	-$185K	1.27%	15
2022 Q3	$12.3M	Buy	127,900 +1,414	+1%	+$143K	1.36%	15
2022 Q2	$12.9M	Buy	126,486 +18,860	+18%	+$1.94M	1.31%	17
2022 Q1	$11.6M	Buy	+107,626	New	+$11.9M	0.88%	28
2021 Q2	$10.1M	Buy	87,109 +11,904	+16%	+$1.36M	0.98%	26
2021 Q1	$8.49M	Buy	75,205 +8,201	+12%	+$955K	0.77%	24
2020 Q4	$8.04M	Buy	67,004 +18,211	+37%	+$2.19M	1.03%	24
2020 Q3	$5.94M	Buy	48,793 +11,601	+31%	+$1.42M	0.95%	26
2020 Q2	$4.53M	Sell	37,192 -1,612	-4%	-$196K	0.81%	31
2020 Q1	$4.71M	Buy	+38,804	New	+$4.47M	0.7%	36
2017 Q4	–	Sell	-1,950	Closed	-$208K	–	321
2017 Q3	$208K	Sell	1,950 -34	-2%	-$3.64K	0.07%	292
2017 Q2	$212K	Buy	+1,984	New	+$212K	0.07%	278

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 $8.74B AUM 14.62% 1-Year Est. Return

M Holdings Securities's IEF Position: Q1 2026 in Review

M Holdings Securities reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.46% in Q1 2026, selling an estimated $8.66K and leaving 19,589 shares worth $1.87M. The position accounts for 0.13% of the portfolio, ranked #139.

M Holdings Securities first reported a position in IEF in Q2 2017 and has held it in 17 quarters since. The position peaked at $12.9M in Q2 2022. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

M Holdings Securities held 19,589 shares of iShares 7-10 Year Treasury Bond ETF worth $1.87M as of Q1 2026.
M Holdings Securities sold 90 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $8.66K.
iShares 7-10 Year Treasury Bond ETF made up 0.13% of M Holdings Securities's portfolio in Q1 2026, its #139 holding.
M Holdings Securities first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2017 and has held it in 17 quarters since.
M Holdings Securities's iShares 7-10 Year Treasury Bond ETF position peaked at $12.9M in Q2 2022.
1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.