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 Q2	$37.4K	Sell	395 -5	-1%	-$473	0.01%	519
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 $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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: Q2 2026 in Review

Medallion Wealth Advisors reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 1.3% in Q2 2026, selling an estimated $473 and leaving 395 shares worth $37.4K. The position accounts for 0.01% of the portfolio, ranked #519.

Medallion Wealth Advisors first reported a position in IEF in Q4 2024 and has held it in 7 quarters since. The position peaked at $38.2K in Q1 2026. 1,142 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Medallion Wealth Advisors held 395 shares of iShares 7-10 Year Treasury Bond ETF worth $37.4K as of Q2 2026.
Medallion Wealth Advisors sold 5 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $473.
iShares 7-10 Year Treasury Bond ETF made up 0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #519 holding.
Medallion Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $38.2K in Q1 2026.
1,142 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.