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

Meadowbrook Wealth Management’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 		$200K Hold
2,125
– – 0.22% 81
2026
Q1 		$203K Buy
+2,125
New +$204K 0.27% 65

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Meadowbrook Wealth Management's IEF Position: Q2 2026 in Review

Meadowbrook Wealth Management held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q2 2026 at 2,125 shares worth $200K. The position accounts for 0.22% of the portfolio, ranked #81.

Meadowbrook Wealth Management first reported a position in IEF in Q1 2026 and has held it in 2 quarters since. The position peaked at $203K in Q1 2026. 708 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Meadowbrook Wealth Management held 2,125 shares of iShares 7-10 Year Treasury Bond ETF worth $200K as of Q2 2026.
  • Meadowbrook Wealth Management left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 7-10 Year Treasury Bond ETF made up 0.22% of Meadowbrook Wealth Management's portfolio in Q2 2026, its #81 holding.
  • Meadowbrook Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Meadowbrook Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $203K in Q1 2026.
  • 708 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Meadowbrook Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.