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

Meridian 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 		$11.8M Sell
131,593
-6,844
-5% -$633K 2.7% 9
2026
Q2 		$13.1M Buy
138,437
+7,073
+5% +$669K 2.94% 9
2026
Q1 		$12.5M Buy
131,364
+8,427
+7% +$811K 3.12% 8
2025
Q4 		$11.8M Buy
122,937
+11,782
+11% +$1.14M 2.93% 9
2025
Q3 		$10.7M Buy
111,155
+9,183
+9% +$878K 2.87% 9
2025
Q2 		$9.7M Buy
101,972
+25,149
+33% +$2.38M 2.65% 9
2025
Q1 		$7.33M Buy
76,823
+5,393
+8% +$505K 2.27% 13
2024
Q4 		$6.6M Buy
71,430
+5,577
+8% +$527K 1.74% 18
2024
Q3 		$6.46M Buy
65,853
+11,819
+22% +$1.14M 1.64% 17
2024
Q2 		$5.06M Buy
54,034
+11,376
+27% +$1.06M 1.39% 19
2024
Q1 		$4.04M Buy
42,658
+1,532
+4% +$145K 1.1% 28
2023
Q4 		$3.89M Buy
+41,126
New +$3.8M 1.11% 26
2021
Q2 		– Sell
-81,206
Closed -$9.17M – 81
2021
Q1 		$9.17M Sell
81,206
-6,774
-8% -$789K 2.85% 8
2020
Q4 		$10.6M Buy
87,980
+803
+0.9% +$96.6K 3.39% 8
2020
Q3 		$10.6M Sell
87,177
-216
-0.2% -$26.4K 3.95% 7
2020
Q2 		$10.7M Sell
87,393
-16,656
-16% -$2.02M 4.36% 7
2020
Q1 		$12.6M Sell
104,049
-14,273
-12% -$1.64M 6.09% 5
2019
Q4 		$13M Buy
118,322
+16,234
+16% +$1.81M 5.23% 5
2019
Q3 		$11.5M Buy
+102,088
New +$11.4M 5.13% 5

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
Coldstream Capital Management
Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wealthcare Capital Management
Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return

Meridian Management's IEF Position: Q3 2026 in Review

Meridian Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 4.9% in Q3 2026, selling an estimated $633K and leaving 131,593 shares worth $11.8M. The position accounts for 2.7% of the portfolio, ranked #9.

Meridian Management first reported a position in IEF in Q3 2019 and has held it in 19 quarters since. The position peaked at $13.1M in Q2 2026. 706 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

  • Meridian Management held 131,593 shares of iShares 7-10 Year Treasury Bond ETF worth $11.8M as of Q3 2026.
  • Meridian Management sold 6,844 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $633K.
  • iShares 7-10 Year Treasury Bond ETF made up 2.7% of Meridian Management's portfolio in Q3 2026, its #9 holding.
  • Meridian Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2019 and has held it in 19 quarters since.
  • Meridian Management's iShares 7-10 Year Treasury Bond ETF position peaked at $13.1M in Q2 2026.
  • 706 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Meridian Management's 13F filing for Q3 2026, filed 6 Nov 2026.