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 Q2	$424K	Sell	4,576 -534	-10%	-$50.5K	2.05%	14
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 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

MGO Private Wealth's IEF Position: Q2 2026 in Review

MGO Private Wealth reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 10% in Q2 2026, selling an estimated $50.5K and leaving 4,576 shares worth $424K. The position accounts for 2.05% of the portfolio, ranked #14.

MGO Private Wealth first reported a position in IEF in Q2 2023 and has held it in 13 quarters since. The position peaked at $6.29M in Q4 2025. 1,140 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

MGO Private Wealth held 4,576 shares of iShares 7-10 Year Treasury Bond ETF worth $424K as of Q2 2026.
MGO Private Wealth sold 534 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $50.5K.
iShares 7-10 Year Treasury Bond ETF made up 2.05% of MGO Private Wealth's portfolio in Q2 2026, its #14 holding.
MGO Private Wealth first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2023 and has held it in 13 quarters since.
MGO Private Wealth's iShares 7-10 Year Treasury Bond ETF position peaked at $6.29M in Q4 2025.
1,140 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on MGO Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.