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

Mather 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	$25.4M	Sell	265,896 -8,541	-3%	-$822K	0.25%	46
2025 Q4	$26.4M	Buy	274,437 +207,809	+312%	+$20.1M	0.27%	45
2025 Q3	$6.43M	Buy	+66,628	New	+$6.37M	0.06%	107
2025 Q2	–	Sell	-1,096	Closed	-$105K	–	1123
2025 Q1	$105K	Buy	1,096 +887	+424%	+$83K	﹤0.01%	738
2024 Q4	$19.3K	Sell	209 -884	-81%	-$83.5K	﹤0.01%	1085
2024 Q3	$107K	Sell	1,093 -2,923	-73%	-$283K	﹤0.01%	720
2024 Q2	$380K	Sell	4,016 -582	-13%	-$54.1K	﹤0.01%	474
2024 Q1	$443K	Sell	4,598 -730	-14%	-$69.2K	0.01%	361
2023 Q4	$514K	Sell	5,328 -3,550	-40%	-$328K	0.01%	348
2023 Q3	$813K	Sell	8,878 -6,072	-41%	-$573K	0.01%	245
2023 Q2	$1.44M	Sell	14,950 -153,106	-91%	-$15.1M	0.02%	180
2023 Q1	$16.7M	Sell	168,056 -37,066	-18%	-$3.62M	0.3%	34
2022 Q4	$19.6M	Sell	205,122 -41,692	-17%	-$4M	0.38%	31
2022 Q3	$23.7M	Buy	246,814 +99,373	+67%	+$10.1M	0.51%	26
2022 Q2	$15.1M	Sell	147,441 -21,771	-13%	-$2.23M	0.34%	31
2022 Q1	$18.2M	Sell	169,212 -64,153	-27%	-$7.12M	0.36%	28
2021 Q4	$26.8M	Sell	233,365 -116,869	-33%	-$13.4M	0.53%	26
2021 Q3	$40.4M	Sell	350,234 -181,414	-34%	-$21.2M	0.97%	19
2021 Q2	$61.4M	Sell	531,648 -91,675	-15%	-$10.5M	1.55%	16
2021 Q1	$70.4M	Buy	623,323 +57,506	+10%	+$6.7M	1.99%	15
2020 Q4	$67.9M	Buy	565,817 +74,939	+15%	+$9.02M	2.21%	15
2020 Q3	$59.8M	Buy	490,878 +36,096	+8%	+$4.4M	2.35%	15
2020 Q2	$55.4M	Buy	454,782 +29,239	+7%	+$3.55M	2.54%	14
2020 Q1	$51.7M	Buy	425,543 +17,386	+4%	+$2M	3.61%	9
2019 Q4	$45M	Buy	408,157 +40,171	+11%	+$4.48M	2.82%	13
2019 Q3	$41.4M	Buy	367,986 +29,243	+9%	+$3.26M	3.03%	12
2019 Q2	$37.3M	Buy	338,743 +34,740	+11%	+$3.72M	3.01%	13
2019 Q1	$32.4M	Buy	304,003 +38,262	+14%	+$4M	2.7%	15
2018 Q4	$27.7M	Buy	265,741 +4,609	+2%	+$467K	2.54%	15
2018 Q3	$26.4M	Buy	261,132 +42,360	+19%	+$4.32M	2.36%	16
2018 Q2	$22.4M	Buy	+218,772	New	+$22.3M	2.19%	17

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

Mather Group's IEF Position: Q1 2026 in Review

Mather Group reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 3.1% in Q1 2026, selling an estimated $822K and leaving 265,896 shares worth $25.4M. The position accounts for 0.25% of the portfolio, ranked #46.

Mather Group first reported a position in IEF in Q2 2018 and has held it in 31 quarters since. The position peaked at $70.4M in Q1 2021. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Mather Group held 265,896 shares of iShares 7-10 Year Treasury Bond ETF worth $25.4M as of Q1 2026.
Mather Group sold 8,541 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $822K.
iShares 7-10 Year Treasury Bond ETF made up 0.25% of Mather Group's portfolio in Q1 2026, its #46 holding.
Mather Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2018 and has held it in 31 quarters since.
Mather Group's iShares 7-10 Year Treasury Bond ETF position peaked at $70.4M in Q1 2021.
1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.