MM
IEF icon

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
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 		$9.68M 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 $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
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

Meridian Management's IEF Position: Q2 2026 in Review

Meridian Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 5.4% in Q2 2026, buying an estimated $669K and bringing the position to 138,437 shares worth $13.1M. The position accounts for 2.94% of the portfolio, ranked #9.

Meridian Management first reported a position in IEF in Q3 2019 and has held it in 18 quarters since. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Meridian Management held 138,437 shares of iShares 7-10 Year Treasury Bond ETF worth $13.1M as of Q2 2026.
  • Meridian Management bought 7,073 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $669K.
  • iShares 7-10 Year Treasury Bond ETF made up 2.94% of Meridian Management's portfolio in Q2 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 18 quarters since.
  • 1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Meridian Management's 13F filing for Q2 2026, filed 4 Aug 2026.