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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
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
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

Middleton & Co's IEF Position: Q2 2026 in Review

Middleton & Co reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 7.2% in Q2 2026, selling an estimated $932K and leaving 126,601 shares worth $12M. The position accounts for 1.27% of the portfolio, ranked #21.

Middleton & Co first reported a position in IEF in Q2 2023 and has held it in 13 quarters since. The position peaked at $15.4M in Q3 2024. 1,141 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Middleton & Co held 126,601 shares of iShares 7-10 Year Treasury Bond ETF worth $12M as of Q2 2026.
  • Middleton & Co sold 9,847 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $932K.
  • iShares 7-10 Year Treasury Bond ETF made up 1.27% of Middleton & Co's portfolio in Q2 2026, its #21 holding.
  • Middleton & Co first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • Middleton & Co's iShares 7-10 Year Treasury Bond ETF position peaked at $15.4M in Q3 2024.
  • 1,141 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Middleton & Co's 13F filing for Q2 2026, filed 10 Aug 2026.