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MGO Private Wealth’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

MGO Private Wealth’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 		$488K Sell
5,110
-60,255
-92% -$5.8M 2.62% 10
2025
Q4 		$6.29M Buy
65,365
+1,571
+2% +$152K 3.89% 7
2025
Q3 		$6.15M Buy
63,794
+1,555
+2% +$149K 3.69% 7
2025
Q2 		$5.96M Buy
62,239
+5,130
+9% +$485K 3.82% 7
2025
Q1 		$5.45M Buy
57,109
+42,613
+294% +$3.99M 3.84% 7
2024
Q4 		$1.34M Buy
14,496
+12,014
+484% +$1.14M 0.95% 24
2024
Q3 		$244K Hold
2,482
– – 0.17% 52
2024
Q2 		$232K Hold
2,482
– – 0.15% 70
2024
Q1 		$235K Sell
2,482
-200
-7% -$19K 0.15% 73
2023
Q4 		$259K Sell
2,682
-16,915
-86% -$1.56M 0.18% 60
2023
Q3 		$1.79M Sell
19,597
-12,455
-39% -$1.17M 1.34% 20
2023
Q2 		$3.1M Buy
+32,052
New +$3.15M 2.33% 14

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
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

MGO Private Wealth's IEF Position: Q1 2026 in Review

MGO Private Wealth reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 92% in Q1 2026, selling an estimated $5.8M and leaving 5,110 shares worth $488K. The position accounts for 2.62% of the portfolio, ranked #10.

MGO Private Wealth first reported a position in IEF in Q2 2023 and has held it in 12 quarters since. The position peaked at $6.29M in Q4 2025. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • MGO Private Wealth held 5,110 shares of iShares 7-10 Year Treasury Bond ETF worth $488K as of Q1 2026.
  • MGO Private Wealth sold 60,255 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $5.8M.
  • iShares 7-10 Year Treasury Bond ETF made up 2.62% of MGO Private Wealth's portfolio in Q1 2026, its #10 holding.
  • MGO Private Wealth first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2023 and has held it in 12 quarters since.
  • MGO Private Wealth's iShares 7-10 Year Treasury Bond ETF position peaked at $6.29M in Q4 2025.
  • 1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on MGO Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.