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 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 $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 $9.54B AUM 19.86% 1-Year Est. Return

Meridian Wealth Management's IEF Position: Q1 2026 in Review

Meridian Wealth Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 5.3% in Q1 2026, buying an estimated $229K and bringing the position to 47,519 shares worth $4.54M. The position accounts for 0.16% of the portfolio, ranked #124.

Meridian Wealth Management first reported a position in IEF in Q1 2024 and has held it in 8 quarters since. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Meridian Wealth Management held 47,519 shares of iShares 7-10 Year Treasury Bond ETF worth $4.54M as of Q1 2026.
Meridian Wealth Management bought 2,376 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $229K.
iShares 7-10 Year Treasury Bond ETF made up 0.16% of Meridian Wealth Management's portfolio in Q1 2026, its #124 holding.
Meridian Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2024 and has held it in 8 quarters since.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.