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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
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 $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

Middleton & Co's IEF Position: Q1 2026 in Review

Middleton & Co increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 4.6% in Q1 2026, buying an estimated $582K and bringing the position to 136,448 shares worth $13M. The position accounts for 1.49% of the portfolio, ranked #16.

Middleton & Co first reported a position in IEF in Q2 2023 and has held it in 12 quarters since. The position peaked at $15.4M in Q3 2024. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Middleton & Co held 136,448 shares of iShares 7-10 Year Treasury Bond ETF worth $13M as of Q1 2026.
  • Middleton & Co bought 6,055 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $582K.
  • iShares 7-10 Year Treasury Bond ETF made up 1.49% of Middleton & Co's portfolio in Q1 2026, its #16 holding.
  • Middleton & Co first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2023 and has held it in 12 quarters since.
  • Middleton & Co's iShares 7-10 Year Treasury Bond ETF position peaked at $15.4M in Q3 2024.
  • 1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Middleton & Co's 13F filing for Q1 2026, filed 8 May 2026.