Meadowbrook Wealth Management
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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
Q3 		– Sell
-2,125
Closed -$200K – 81
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 $348B AUM 26.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Meadowbrook Wealth Management's IEF Position: Q3 2026 in Review

Meadowbrook Wealth Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2026, closing a stake of 2,125 shares — an estimated $200K sold.

Meadowbrook Wealth Management first reported a position in IEF in Q1 2026 and held it in 2 quarters. The position peaked at $203K in Q1 2026. 808 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

  • Meadowbrook Wealth Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Meadowbrook Wealth Management sold 2,125 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $200K.
  • Meadowbrook Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2026 and held it in 2 quarters.
  • Meadowbrook Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $203K in Q1 2026.
  • 808 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Meadowbrook Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.