MHS
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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
Q2 		– Sell
-19,589
Closed -$1.87M – 213
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
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
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

M Holdings Securities's IEF Position: Q2 2026 in Review

M Holdings Securities sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026, closing a stake of 19,589 shares — an estimated $1.87M sold.

M Holdings Securities first reported a position in IEF in Q2 2017 and held it in 17 quarters. The position peaked at $12.9M in Q2 2022. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • M Holdings Securities reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • M Holdings Securities sold 19,589 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.87M.
  • M Holdings Securities first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2017 and held it in 17 quarters.
  • M Holdings Securities's iShares 7-10 Year Treasury Bond ETF position peaked at $12.9M in Q2 2022.
  • 1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.