Matrix Trust Company’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Matrix Trust Company’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	$1.69M	Sell	18,960 -299	-2%	-$27.7K	0.25%	45
2026 Q2	$1.82M	Buy	19,259 +940	+5%	+$89K	0.26%	46
2026 Q1	$1.75M	Buy	18,319 +49	+0.3%	+$4.71K	0.29%	46
2025 Q4	$1.76M	Sell	18,270 -760	-4%	-$73.5K	0.29%	44
2025 Q3	$1.84M	Sell	19,030 -1,653	-8%	-$158K	0.29%	47
2025 Q2	$1.98M	Buy	20,683 +5,616	+37%	+$531K	0.32%	47
2025 Q1	$1.44M	Buy	15,067 +11,739	+353%	+$1.1M	0.24%	58
2024 Q4	$308K	Buy	3,328 +164	+5%	+$15.5K	0.05%	77
2024 Q3	$310K	Sell	3,164 -18	-0.6%	-$1.74K	0.06%	60
2024 Q2	$298K	Buy	3,182 +120	+4%	+$11.1K	0.07%	56
2024 Q1	$290K	Buy	3,062 +183	+6%	+$17.3K	0.07%	55
2023 Q4	$278K	Buy	2,879 +1,151	+67%	+$106K	0.07%	57
2023 Q3	$158K	Buy	1,728 +681	+65%	+$64.2K	0.04%	57
2023 Q2	$101K	Buy	1,047 +76	+8%	+$7.47K	0.03%	56
2023 Q1	$96K	Buy	+971	New	+$94.9K	0.03%	56

Other funds holding IEF

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

BWL

Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

IIM

Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

SCP

Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return

SFG

Strategic Financial Group Grand Haven, Michigan $103M AUM

PWM

Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Matrix Trust Company's IEF Position: Q3 2026 in Review

Matrix Trust Company reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 1.6% in Q3 2026, selling an estimated $27.7K and leaving 18,960 shares worth $1.69M. The position accounts for 0.25% of the portfolio, ranked #45.

Matrix Trust Company first reported a position in IEF in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.98M in Q2 2025. 62 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

Matrix Trust Company held 18,960 shares of iShares 7-10 Year Treasury Bond ETF worth $1.69M as of Q3 2026.
Matrix Trust Company sold 299 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $27.7K.
iShares 7-10 Year Treasury Bond ETF made up 0.25% of Matrix Trust Company's portfolio in Q3 2026, its #45 holding.
Matrix Trust Company first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2023 and has held it in 15 quarters since.
Matrix Trust Company's iShares 7-10 Year Treasury Bond ETF position peaked at $1.98M in Q2 2025.
62 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Matrix Trust Company's 13F filing for Q3 2026, filed 7 Oct 2026.