Mesirow Financial Investment Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Mesirow Financial Investment 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	$365K	Sell	3,860 -3,840	-50%	-$363K	0.01%	414
2026 Q1	$735K	Buy	+7,700	New	+$741K	0.01%	311
2025 Q4	–	Sell	-3,830	Closed	-$369K	–	522
2025 Q3	$369K	Buy	3,830 +10	+0.3%	+$956	0.01%	410
2025 Q2	$366K	Sell	3,820 -1,750	-31%	-$165K	0.01%	408
2025 Q1	$531K	Buy	5,570 +2,785	+100%	+$261K	0.01%	342
2024 Q4	$257K	Buy	2,785 +50	+2%	+$4.72K	0.01%	496
2024 Q3	$268K	Hold	2,735	–	–	0.01%	477
2024 Q2	$256K	Buy	+2,735	New	+$254K	0.01%	435

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

Mesirow Financial Investment Management's IEF Position: Q2 2026 in Review

Mesirow Financial Investment Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 50% in Q2 2026, selling an estimated $363K and leaving 3,860 shares worth $365K. The position accounts for 0.01% of the portfolio, ranked #414.

Mesirow Financial Investment Management first reported a position in IEF in Q2 2024 and has held it in 8 quarters since. The position peaked at $735K in Q1 2026. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Mesirow Financial Investment Management held 3,860 shares of iShares 7-10 Year Treasury Bond ETF worth $365K as of Q2 2026.
Mesirow Financial Investment Management sold 3,840 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $363K.
iShares 7-10 Year Treasury Bond ETF made up 0.01% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #414 holding.
Mesirow Financial Investment Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2024 and has held it in 8 quarters since.
Mesirow Financial Investment Management's iShares 7-10 Year Treasury Bond ETF position peaked at $735K in Q1 2026.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.