Moors & Cabot’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Moors & Cabot’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 Q3	$797K	Sell	8,929 -1,002	-10%	-$92.7K	0.03%	440
2026 Q2	$939K	Buy	9,931 +2,019	+26%	+$191K	0.04%	405
2026 Q1	$755K	Sell	7,912 -38,889	-83%	-$3.74M	0.03%	440
2025 Q4	$4.5M	Buy	+46,801	New	+$4.53M	0.19%	107
2021 Q1	–	Sell	-4,793	Closed	-$576K	–	808
2020 Q4	$576K	Buy	4,793 +81	+2%	+$9.7K	0.05%	331
2020 Q3	$574K	Buy	4,712 +99	+2%	+$12.1K	0.05%	305
2020 Q2	$562K	Buy	4,613 +150	+3%	+$18.2K	0.06%	287
2020 Q1	$540K	Buy	+4,463	New	+$514K	0.08%	233

Other funds holding IEF

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Moors & Cabot's IEF Position: Q3 2026 in Review

Moors & Cabot reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 10% in Q3 2026, selling an estimated $92.7K and leaving 8,929 shares worth $797K. The position accounts for 0.03% of the portfolio, ranked #440.

Moors & Cabot first reported a position in IEF in Q1 2020 and has held it in 8 quarters since. The position peaked at $4.5M in Q4 2025. 733 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

Moors & Cabot held 8,929 shares of iShares 7-10 Year Treasury Bond ETF worth $797K as of Q3 2026.
Moors & Cabot sold 1,002 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $92.7K.
iShares 7-10 Year Treasury Bond ETF made up 0.03% of Moors & Cabot's portfolio in Q3 2026, its #440 holding.
Moors & Cabot first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2020 and has held it in 8 quarters since.
Moors & Cabot's iShares 7-10 Year Treasury Bond ETF position peaked at $4.5M in Q4 2025.
733 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Moors & Cabot's 13F filing for Q3 2026, filed 6 Nov 2026.