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 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 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

Meridian Management's IEF Position: Q1 2026 in Review

Meridian Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 6.9% in Q1 2026, buying an estimated $811K and bringing the position to 131,364 shares worth $12.5M. The position accounts for 3.12% of the portfolio, ranked #8.

Meridian Management first reported a position in IEF in Q3 2019 and has held it in 17 quarters since. The position peaked at $13M in Q4 2019. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Meridian Management held 131,364 shares of iShares 7-10 Year Treasury Bond ETF worth $12.5M as of Q1 2026.
Meridian Management bought 8,427 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $811K.
iShares 7-10 Year Treasury Bond ETF made up 3.12% of Meridian Management's portfolio in Q1 2026, its #8 holding.
Meridian Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2019 and has held it in 17 quarters since.
Meridian Management's iShares 7-10 Year Treasury Bond ETF position peaked at $13M in Q4 2019.
1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Meridian Management's 13F filing for Q1 2026, filed 5 May 2026.