MCF Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

MCF Advisors’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	$158K	Sell	1,654 -268	-14%	-$25.8K	0.01%	428
2025 Q4	$185K	Buy	1,922 +932	+94%	+$90.2K	0.01%	321
2025 Q3	$95.5K	Hold	990	–	–	0.01%	326
2025 Q2	$94.8K	Hold	990	–	–	0.01%	316
2025 Q1	$94.4K	Hold	990	–	–	0.01%	316
2024 Q4	$91.5K	Hold	990	–	–	0.01%	323
2024 Q3	$97.1K	Sell	990 -64	-6%	-$6.19K	0.01%	303
2024 Q2	$98.7K	Buy	1,054 +64	+6%	+$5.95K	0.01%	303
2024 Q1	$93.7K	Buy	990 +686	+226%	+$65K	0.01%	304
2023 Q4	$29.3K	Sell	304 -155	-34%	-$14.3K	﹤0.01%	449
2023 Q3	$42K	Buy	+459	New	+$43.3K	﹤0.01%	384
2020 Q3	–	Sell	-20	Closed	-$2K	–	482
2020 Q2	$2K	Buy	+20	New	+$2.43K	﹤0.01%	440

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

MCF Advisors's IEF Position: Q1 2026 in Review

MCF Advisors reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 14% in Q1 2026, selling an estimated $25.8K and leaving 1,654 shares worth $158K. The position accounts for 0.01% of the portfolio, ranked #428.

MCF Advisors first reported a position in IEF in Q2 2020 and has held it in 12 quarters since. The position peaked at $185K in Q4 2025. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

MCF Advisors held 1,654 shares of iShares 7-10 Year Treasury Bond ETF worth $158K as of Q1 2026.
MCF Advisors sold 268 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $25.8K.
iShares 7-10 Year Treasury Bond ETF made up 0.01% of MCF Advisors's portfolio in Q1 2026, its #428 holding.
MCF Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2020 and has held it in 12 quarters since.
MCF Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $185K in Q4 2025.
1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on MCF Advisors's 13F filing for Q1 2026, filed 11 May 2026.