Middleton & Co
IEF icon

Middleton & Co’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Middleton & Co’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
Q3 		$9.9M Sell
110,634
-15,967
-13% -$1.48M 1.05% 27
2026
Q2 		$12M Sell
126,601
-9,847
-7% -$932K 1.27% 21
2026
Q1 		$13M Buy
136,448
+6,055
+5% +$582K 1.49% 16
2025
Q4 		$12.5M Sell
130,393
-2,698
-2% -$261K 1.33% 25
2025
Q3 		$12.8M Sell
133,091
-1,598
-1% -$153K 1.39% 20
2025
Q2 		$12.9M Sell
134,689
-2,730
-2% -$258K 1.45% 19
2025
Q1 		$13.1M Sell
137,419
-68
-0% -$6.36K 1.53% 22
2024
Q4 		$12.7M Sell
137,487
-19,246
-12% -$1.82M 1.4% 23
2024
Q3 		$15.4M Buy
156,733
+8,983
+6% +$868K 1.7% 19
2024
Q2 		$13.8M Sell
147,750
-6,343
-4% -$589K 1.61% 22
2024
Q1 		$14.6M Buy
154,093
+25,128
+19% +$2.38M 1.68% 20
2023
Q4 		$12.4M Buy
128,965
+1,825
+1% +$169K 1.55% 22
2023
Q3 		$11.6M Buy
127,140
+39,490
+45% +$3.72M 1.61% 20
2023
Q2 		$8.47M Buy
+87,650
New +$8.62M 1.12% 35

Other funds holding IEF

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wealthcare Capital Management
Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Greenleaf Trust
Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return
AAG
Avalon Advisory Group Wexford, Pennsylvania $266M AUM 7.19% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Middleton & Co's IEF Position: Q3 2026 in Review

Middleton & Co reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 13% in Q3 2026, selling an estimated $1.48M and leaving 110,634 shares worth $9.9M. The position accounts for 1.05% of the portfolio, ranked #27.

Middleton & Co first reported a position in IEF in Q2 2023 and has held it in 14 quarters since. The position peaked at $15.4M in Q3 2024. 464 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

  • Middleton & Co held 110,634 shares of iShares 7-10 Year Treasury Bond ETF worth $9.9M as of Q3 2026.
  • Middleton & Co sold 15,967 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $1.48M.
  • iShares 7-10 Year Treasury Bond ETF made up 1.05% of Middleton & Co's portfolio in Q3 2026, its #27 holding.
  • Middleton & Co first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2023 and has held it in 14 quarters since.
  • Middleton & Co's iShares 7-10 Year Treasury Bond ETF position peaked at $15.4M in Q3 2024.
  • 464 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Middleton & Co's 13F filing for Q3 2026, filed 23 Oct 2026.