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

Moneta Group 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	$7.42M	Sell	78,503 -20,967	-21%	-$1.98M	0.05%	139
2026 Q1	$9.49M	Buy	99,470 +4,889	+5%	+$470K	0.07%	115
2025 Q4	$9.09M	Buy	94,581 +4,680	+5%	+$453K	0.07%	116
2025 Q3	$8.67M	Buy	+89,901	New	+$8.6M	0.07%	118
2019 Q4	–	Sell	-2,098	Closed	-$236K	–	276
2019 Q3	$236K	Buy	+2,098	New	+$234K	0.02%	230

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

Moneta Group Investment Advisors's IEF Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 21% in Q2 2026, selling an estimated $1.98M and leaving 78,503 shares worth $7.42M. The position accounts for 0.05% of the portfolio, ranked #139.

Moneta Group Investment Advisors first reported a position in IEF in Q3 2019 and has held it in 5 quarters since. The position peaked at $9.49M in Q1 2026. 1,141 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Moneta Group Investment Advisors held 78,503 shares of iShares 7-10 Year Treasury Bond ETF worth $7.42M as of Q2 2026.
Moneta Group Investment Advisors sold 20,967 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.98M.
iShares 7-10 Year Treasury Bond ETF made up 0.05% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #139 holding.
Moneta Group Investment Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2019 and has held it in 5 quarters since.
Moneta Group Investment Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $9.49M in Q1 2026.
1,141 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.