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

Meridian Wealth 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	$4.33M	Sell	45,773 -1,746	-4%	-$165K	0.13%	150
2026 Q1	$4.54M	Buy	47,519 +2,376	+5%	+$229K	0.16%	124
2025 Q4	$4.34M	Buy	45,143 +2,117	+5%	+$205K	0.15%	120
2025 Q3	$4.15M	Buy	43,026 +2,539	+6%	+$243K	0.16%	120
2025 Q2	$3.88M	Sell	40,487 -2,285	-5%	-$216K	0.17%	130
2025 Q1	$4.08M	Sell	42,772 -648	-1%	-$60.6K	0.2%	114
2024 Q4	$4.01M	Buy	43,420 +456	+1%	+$43.1K	0.19%	116
2024 Q3	$4.22M	Buy	+42,964	New	+$4.15M	0.21%	109
2024 Q2	–	Sell	-34,350	Closed	-$3.25M	–	395
2024 Q1	$3.25M	Buy	+34,350	New	+$3.26M	0.54%	35

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

Meridian Wealth Management's IEF Position: Q2 2026 in Review

Meridian Wealth Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 3.7% in Q2 2026, selling an estimated $165K and leaving 45,773 shares worth $4.33M. The position accounts for 0.13% of the portfolio, ranked #150.

Meridian Wealth Management first reported a position in IEF in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.54M in Q1 2026. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Meridian Wealth Management held 45,773 shares of iShares 7-10 Year Treasury Bond ETF worth $4.33M as of Q2 2026.
Meridian Wealth Management sold 1,746 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $165K.
iShares 7-10 Year Treasury Bond ETF made up 0.13% of Meridian Wealth Management's portfolio in Q2 2026, its #150 holding.
Meridian Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2024 and has held it in 9 quarters since.
Meridian Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $4.54M in Q1 2026.
1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.