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

MONECO 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
Q1 		$254K Sell
2,658
-338
-11% -$32.5K 0.02% 444
2025
Q4 		$288K Buy
+2,996
New +$290K 0.02% 405
2025
Q1 		– Sell
-2,211
Closed -$204K – 475
2024
Q4 		$204K Sell
2,211
-775
-26% -$73.2K 0.02% 452
2024
Q3 		$293K Buy
2,986
+388
+15% +$37.5K 0.04% 342
2024
Q2 		$243K Buy
+2,598
New +$241K 0.04% 365

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

MONECO Advisors's IEF Position: Q1 2026 in Review

MONECO Advisors reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 11% in Q1 2026, selling an estimated $32.5K and leaving 2,658 shares worth $254K. The position accounts for 0.02% of the portfolio, ranked #444.

MONECO Advisors first reported a position in IEF in Q2 2024 and has held it in 5 quarters since. The position peaked at $293K in Q3 2024. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • MONECO Advisors held 2,658 shares of iShares 7-10 Year Treasury Bond ETF worth $254K as of Q1 2026.
  • MONECO Advisors sold 338 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $32.5K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.02% of MONECO Advisors's portfolio in Q1 2026, its #444 holding.
  • MONECO Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2024 and has held it in 5 quarters since.
  • MONECO Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $293K 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 MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.