Mechanics Financial Corp’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Mechanics Financial Corp’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	$144K	Hold	1,510	–	–	0.06%	129
2025 Q4	$145K	Sell	1,510 -200	-12%	-$19.4K	0.05%	126
2025 Q3	$165K	Hold	1,710	–	–	0.06%	122
2025 Q2	$164K	Hold	1,710	–	–	0.07%	121
2025 Q1	$163K	Hold	1,710	–	–	0.07%	121
2024 Q4	$158K	Sell	1,710 -200	-10%	-$18.9K	0.07%	118
2024 Q3	$187K	Hold	1,910	–	–	0.08%	113
2024 Q2	$179K	Hold	1,910	–	–	0.09%	120
2024 Q1	$181K	Hold	1,910	–	–	0.09%	114
2023 Q4	$184K	Hold	1,910	–	–	0.1%	110
2023 Q3	$175K	Hold	1,910	–	–	0.1%	109
2023 Q2	$185K	Hold	1,910	–	–	0.1%	112
2023 Q1	$189K	Hold	1,910	–	–	0.11%	114
2022 Q4	$183K	Hold	1,910	–	–	0.11%	112
2022 Q3	$183K	Hold	1,910	–	–	0.12%	110
2022 Q2	$195K	Hold	1,910	–	–	0.12%	109
2022 Q1	$205K	Hold	1,910	–	–	0.11%	114
2021 Q4	$220K	Buy	+1,910	New	+$220K	0.1%	110

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

Mechanics Financial Corp's IEF Position: Q1 2026 in Review

Mechanics Financial Corp held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q1 2026 at 1,510 shares worth $144K. The position accounts for 0.06% of the portfolio, ranked #129.

Mechanics Financial Corp first reported a position in IEF in Q4 2021 and has held it in 18 quarters since. The position peaked at $220K in Q4 2021. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Mechanics Financial Corp held 1,510 shares of iShares 7-10 Year Treasury Bond ETF worth $144K as of Q1 2026.
Mechanics Financial Corp left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 7-10 Year Treasury Bond ETF made up 0.06% of Mechanics Financial Corp's portfolio in Q1 2026, its #129 holding.
Mechanics Financial Corp first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and has held it in 18 quarters since.
Mechanics Financial Corp's iShares 7-10 Year Treasury Bond ETF position peaked at $220K in Q4 2021.
1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Mechanics Financial Corp's 13F filing for Q1 2026, filed 6 May 2026.