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 Q3	$1.88M	Sell	21,033 -164	-0.8%	-$15.2K	0.02%	309
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

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AAG

Avalon Advisory Group Wexford, Pennsylvania $266M AUM 7.19% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

CenturyLink Investment Management Denver, Colorado $126M AUM 0.66% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Raub Brock Capital Management Larkspur, California $326M AUM 6.45% 1-Year Est. Return

Midwest Trust's IEF Position: Q3 2026 in Review

Midwest Trust reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.77% in Q3 2026, selling an estimated $15.2K and leaving 21,033 shares worth $1.88M. The position accounts for 0.02% of the portfolio, ranked #309.

Midwest Trust first reported a position in IEF in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.39M in Q2 2025. 382 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

Midwest Trust held 21,033 shares of iShares 7-10 Year Treasury Bond ETF worth $1.88M as of Q3 2026.
Midwest Trust sold 164 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $15.2K.
iShares 7-10 Year Treasury Bond ETF made up 0.02% of Midwest Trust's portfolio in Q3 2026, its #309 holding.
Midwest Trust first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2025 and has held it in 6 quarters since.
Midwest Trust's iShares 7-10 Year Treasury Bond ETF position peaked at $2.39M in Q2 2025.
382 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.