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MMBG Investment Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

MMBG Investment Advisors’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 		$880K Sell
9,304
-1,925
-17% -$182K 0.07% 110
2026
Q1 		$1.07M Buy
11,229
+2,900
+35% +$279K 0.1% 96
2025
Q4 		$801K Hold
8,329
– – 0.07% 114
2025
Q3 		$803K Buy
8,329
+2,030
+32% +$194K 0.07% 116
2025
Q2 		$603K Buy
6,299
+200
+3% +$18.9K 0.06% 123
2025
Q1 		$582K Buy
6,099
+200
+3% +$18.7K 0.07% 120
2024
Q4 		$545K Buy
+5,899
New +$557K 0.06% 118

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MMBG Investment Advisors's IEF Position: Q2 2026 in Review

MMBG Investment Advisors reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 17% in Q2 2026, selling an estimated $182K and leaving 9,304 shares worth $880K. The position accounts for 0.07% of the portfolio, ranked #110.

MMBG Investment Advisors first reported a position in IEF in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.07M in Q1 2026. 860 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • MMBG Investment Advisors held 9,304 shares of iShares 7-10 Year Treasury Bond ETF worth $880K as of Q2 2026.
  • MMBG Investment Advisors sold 1,925 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $182K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.07% of MMBG Investment Advisors's portfolio in Q2 2026, its #110 holding.
  • MMBG Investment Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • MMBG Investment Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $1.07M in Q1 2026.
  • 860 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on MMBG Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.