Montag & Associates’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Montag & Associates’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	$15.1K	Sell	160 -141	-47%	-$13.3K	﹤0.01%	716
2026 Q1	$28.7K	Hold	301	–	–	﹤0.01%	646
2025 Q4	$28.9K	Hold	301	–	–	﹤0.01%	658
2025 Q3	$29K	Hold	301	–	–	﹤0.01%	660
2025 Q2	$28.8K	Hold	301	–	–	﹤0.01%	646
2025 Q1	$28.7K	Hold	301	–	–	﹤0.01%	683
2024 Q4	$27.8K	Buy	301 +160	+113%	+$15.1K	﹤0.01%	684
2024 Q3	$13.8K	Buy	+141	New	+$13.6K	﹤0.01%	771
2023 Q4	–	Sell	-738	Closed	-$67.6K	–	923
2023 Q3	$67.6K	Sell	738 -742	-50%	-$70K	﹤0.01%	506
2023 Q2	$143K	Buy	+1,480	New	+$145K	0.01%	437
2021 Q2	–	Sell	-300	Closed	-$34K	–	873
2021 Q1	$34K	Sell	300 -1,395	-82%	-$163K	﹤0.01%	600
2020 Q4	$203K	Buy	+1,695	New	+$204K	0.01%	360

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

Montag & Associates's IEF Position: Q2 2026 in Review

Montag & Associates reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 47% in Q2 2026, selling an estimated $13.3K and leaving 160 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #716.

Montag & Associates first reported a position in IEF in Q4 2020 and has held it in 12 quarters since. The position peaked at $203K in Q4 2020. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Montag & Associates held 160 shares of iShares 7-10 Year Treasury Bond ETF worth $15.1K as of Q2 2026.
Montag & Associates sold 141 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $13.3K.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #716 holding.
Montag & Associates first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2020 and has held it in 12 quarters since.
Montag & Associates's iShares 7-10 Year Treasury Bond ETF position peaked at $203K in Q4 2020.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.