Maia Wealth’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Maia Wealth’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	$405K	Sell	4,535 -360	-7%	-$33.3K	0.06%	237
2026 Q2	$463K	Buy	4,895 +1,245	+34%	+$118K	0.07%	229
2026 Q1	$348K	Sell	3,650 -1,874	-34%	-$180K	0.06%	270
2025 Q4	$535K	Buy	5,524 +820	+17%	+$79.3K	0.09%	209
2025 Q3	$454K	Buy	4,704 +697	+17%	+$66.6K	0.08%	222
2025 Q2	$384K	Sell	4,007 -40	-1%	-$3.78K	0.07%	229
2025 Q1	$381K	Buy	4,047 +1,353	+50%	+$127K	0.09%	200
2024 Q4	$251K	Buy	+2,694	New	+$255K	0.05%	259

Other funds holding IEF

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Maia Wealth's IEF Position: Q3 2026 in Review

Maia Wealth reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 7.4% in Q3 2026, selling an estimated $33.3K and leaving 4,535 shares worth $405K. The position accounts for 0.06% of the portfolio, ranked #237.

Maia Wealth first reported a position in IEF in Q4 2024 and has held it in 8 quarters since. The position peaked at $535K in Q4 2025. 990 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

Maia Wealth held 4,535 shares of iShares 7-10 Year Treasury Bond ETF worth $405K as of Q3 2026.
Maia Wealth sold 360 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $33.3K.
iShares 7-10 Year Treasury Bond ETF made up 0.06% of Maia Wealth's portfolio in Q3 2026, its #237 holding.
Maia Wealth first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2024 and has held it in 8 quarters since.
Maia Wealth's iShares 7-10 Year Treasury Bond ETF position peaked at $535K in Q4 2025.
990 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.