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 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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Matrix Trust Company's IEF Position: Q2 2026 in Review

Matrix Trust Company increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 5.1% in Q2 2026, buying an estimated $89K and bringing the position to 19,259 shares worth $1.82M. The position accounts for 0.26% of the portfolio, ranked #46.

Matrix Trust Company first reported a position in IEF in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.98M in Q2 2025. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Matrix Trust Company held 19,259 shares of iShares 7-10 Year Treasury Bond ETF worth $1.82M as of Q2 2026.
Matrix Trust Company bought 940 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $89K.
iShares 7-10 Year Treasury Bond ETF made up 0.26% of Matrix Trust Company's portfolio in Q2 2026, its #46 holding.
Matrix Trust Company first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2023 and has held it in 14 quarters since.
Matrix Trust Company's iShares 7-10 Year Treasury Bond ETF position peaked at $1.98M in Q2 2025.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Matrix Trust Company's 13F filing for Q2 2026, filed 9 Jul 2026.