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MOTCO’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

MOTCO’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 		$4.16K Hold
44
– – ﹤0.01% 483
2026
Q1 		$4.2K Hold
44
– – ﹤0.01% 503
2025
Q4 		$4.23K Hold
44
– – ﹤0.01% 530
2025
Q3 		$4.24K Hold
44
– – ﹤0.01% 529
2025
Q2 		$4.18K Hold
44
– – ﹤0.01% 481
2025
Q1 		$4.2K Hold
44
– – ﹤0.01% 461
2024
Q4 		$4.07K Hold
44
– – ﹤0.01% 428
2024
Q3 		$4.32K Buy
+44
New +$4.25K ﹤0.01% 531

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
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

MOTCO's IEF Position: Q2 2026 in Review

MOTCO held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q2 2026 at 44 shares worth $4.16K. The position accounts for ﹤0.01% of the portfolio, ranked #483.

MOTCO first reported a position in IEF in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.32K in Q3 2024. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • MOTCO held 44 shares of iShares 7-10 Year Treasury Bond ETF worth $4.16K as of Q2 2026.
  • MOTCO 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 MOTCO's portfolio in Q2 2026, its #483 holding.
  • MOTCO first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • MOTCO's iShares 7-10 Year Treasury Bond ETF position peaked at $4.32K 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 MOTCO's 13F filing for Q2 2026, filed 31 Jul 2026.