Morgan Dempsey Capital Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Morgan Dempsey Capital Management’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	$16.3K	Hold	172	–	–	0.01%	93
2026 Q1	$16.4K	Hold	172	–	–	0.01%	104
2025 Q4	$16.5K	Hold	172	–	–	0.01%	105
2025 Q3	$16.6K	Hold	172	–	–	0.01%	112
2025 Q2	$16.5K	Hold	172	–	–	0.01%	107
2025 Q1	$16.4K	Hold	172	–	–	0.01%	92
2024 Q4	$15.9K	Hold	172	–	–	0.01%	83
2024 Q3	$16.9K	Hold	172	–	–	0.01%	81
2024 Q2	$16.1K	Buy	+172	New	+$16K	0.01%	70

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

Morgan Dempsey Capital Management's IEF Position: Q2 2026 in Review

Morgan Dempsey Capital Management held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q2 2026 at 172 shares worth $16.3K. The position accounts for 0.01% of the portfolio, ranked #93.

Morgan Dempsey Capital Management first reported a position in IEF in Q2 2024 and has held it in 9 quarters since. The position peaked at $16.9K in Q3 2024. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Morgan Dempsey Capital Management held 172 shares of iShares 7-10 Year Treasury Bond ETF worth $16.3K as of Q2 2026.
Morgan Dempsey Capital Management left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up 0.01% of Morgan Dempsey Capital Management's portfolio in Q2 2026, its #93 holding.
Morgan Dempsey Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
Morgan Dempsey Capital Management's iShares 7-10 Year Treasury Bond ETF position peaked at $16.9K in Q3 2024.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Morgan Dempsey Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.