M3 Advisory Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

M3 Advisory Group’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	$496K	Buy	5,199 +52	+1%	+$5K	0.31%	63
2025 Q4	$495K	Sell	5,147 -1,008	-16%	-$97.5K	0.3%	61
2025 Q3	$594K	Buy	6,155 +125	+2%	+$12K	0.37%	53
2025 Q2	$577K	Hold	6,030	–	–	0.4%	49
2025 Q1	$575K	Hold	6,030	–	–	0.45%	46
2024 Q4	$557K	Hold	6,030	–	–	0.4%	55
2024 Q3	$592K	Sell	6,030 -400	-6%	-$38.7K	0.43%	48
2024 Q2	$602K	Hold	6,430	–	–	0.5%	46
2024 Q1	$609K	Sell	6,430 -1,484	-19%	-$141K	0.55%	37
2023 Q4	$763K	Buy	+7,914	New	+$732K	0.89%	29

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 $9.54B AUM 19.86% 1-Year Est. Return

M3 Advisory Group's IEF Position: Q1 2026 in Review

M3 Advisory Group increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 1% in Q1 2026, buying an estimated $5K and bringing the position to 5,199 shares worth $496K. The position accounts for 0.31% of the portfolio, ranked #63.

M3 Advisory Group first reported a position in IEF in Q4 2023 and has held it in 10 quarters since. The position peaked at $763K in Q4 2023. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

M3 Advisory Group held 5,199 shares of iShares 7-10 Year Treasury Bond ETF worth $496K as of Q1 2026.
M3 Advisory Group bought 52 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $5K.
iShares 7-10 Year Treasury Bond ETF made up 0.31% of M3 Advisory Group's portfolio in Q1 2026, its #63 holding.
M3 Advisory Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
M3 Advisory Group's iShares 7-10 Year Treasury Bond ETF position peaked at $763K in Q4 2023.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on M3 Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.