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 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 $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Moneta Group Investment Advisors's IEF Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 5.2% in Q1 2026, buying an estimated $470K and bringing the position to 99,470 shares worth $9.49M. The position accounts for 0.07% of the portfolio, ranked #115.

Moneta Group Investment Advisors first reported a position in IEF in Q3 2019 and has held it in 4 quarters since. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Moneta Group Investment Advisors held 99,470 shares of iShares 7-10 Year Treasury Bond ETF worth $9.49M as of Q1 2026.
Moneta Group Investment Advisors bought 4,889 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $470K.
iShares 7-10 Year Treasury Bond ETF made up 0.07% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #115 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 4 quarters since.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.