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

Medallion Wealth 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	$38.2K	Buy	400 +9	+2%	+$866	0.01%	524
2025 Q4	$37.6K	Hold	391	–	–	0.01%	515
2025 Q3	$37.7K	Hold	391	–	–	0.01%	513
2025 Q2	$37.3K	Hold	391	–	–	0.01%	507
2025 Q1	$37.3K	Buy	391 +17	+5%	+$1.59K	0.02%	468
2024 Q4	$34.6K	Buy	+374	New	+$35.3K	0.02%	466

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 $9.54B AUM 19.86% 1-Year Est. Return

Medallion Wealth Advisors's IEF Position: Q1 2026 in Review

Medallion Wealth Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 2.3% in Q1 2026, buying an estimated $866 and bringing the position to 400 shares worth $38.2K. The position accounts for 0.01% of the portfolio, ranked #524.

Medallion Wealth Advisors first reported a position in IEF in Q4 2024 and has held it in 6 quarters since. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Medallion Wealth Advisors held 400 shares of iShares 7-10 Year Treasury Bond ETF worth $38.2K as of Q1 2026.
Medallion Wealth Advisors bought 9 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $866.
iShares 7-10 Year Treasury Bond ETF made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #524 holding.
Medallion Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.