Midwest Trust’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Midwest Trust’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	$2M	Sell	21,197 -1,452	-6%	-$137K	0.02%	297
2026 Q1	$2.16M	Sell	22,649 -1,226	-5%	-$118K	0.03%	281
2025 Q4	$2.3M	Sell	23,875 -910	-4%	-$88.1K	0.03%	271
2025 Q3	$2.39M	Sell	24,785 -209	-0.8%	-$20K	0.03%	267
2025 Q2	$2.39M	Buy	+24,994	New	+$2.36M	0.03%	267

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

Midwest Trust's IEF Position: Q2 2026 in Review

Midwest Trust reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 6.4% in Q2 2026, selling an estimated $137K and leaving 21,197 shares worth $2M. The position accounts for 0.02% of the portfolio, ranked #297.

Midwest Trust first reported a position in IEF in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.39M in Q2 2025. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Midwest Trust held 21,197 shares of iShares 7-10 Year Treasury Bond ETF worth $2M as of Q2 2026.
Midwest Trust sold 1,452 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $137K.
iShares 7-10 Year Treasury Bond ETF made up 0.02% of Midwest Trust's portfolio in Q2 2026, its #297 holding.
Midwest Trust first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
Midwest Trust's iShares 7-10 Year Treasury Bond ETF position peaked at $2.39M in Q2 2025.
1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.