MTC Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

MTC Wealth 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 Q1	$8.85M	Buy	92,695 +7,095	+8%	+$682K	4.2%	10
2025 Q4	$8.23M	Sell	85,600 -757	-0.9%	-$73.3K	3.86%	11
2025 Q3	$8.33M	Sell	86,357 -608	-0.7%	-$58.1K	3.88%	11
2025 Q2	$8.33M	Sell	86,965 -2,882	-3%	-$273K	4%	10
2025 Q1	$8.57M	Sell	89,847 -137,859	-61%	-$12.9M	4.21%	9
2024 Q4	$21.1M	Sell	227,706 -2,005	-0.9%	-$189K	10.14%	4
2024 Q3	$22.5M	Buy	229,711 +414	+0.2%	+$40K	10.19%	4
2024 Q2	$21.5M	Sell	229,297 -9,092	-4%	-$845K	10.22%	4
2024 Q1	$22.6M	Sell	238,389 -60,234	-20%	-$5.71M	10.37%	4
2023 Q4	$28.8M	Sell	298,623 -1,915	-0.6%	-$177K	13.39%	2
2023 Q3	$27.5M	Buy	300,538 +95,545	+47%	+$9.01M	13.56%	2
2023 Q2	$19.8M	Buy	204,993 +89,471	+77%	+$8.8M	9.56%	4
2023 Q1	$11.5M	Buy	+115,522	New	+$11.3M	5.89%	8

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

MTC Wealth Management's IEF Position: Q1 2026 in Review

MTC Wealth Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 8.3% in Q1 2026, buying an estimated $682K and bringing the position to 92,695 shares worth $8.85M. The position accounts for 4.2% of the portfolio, ranked #10.

MTC Wealth Management first reported a position in IEF in Q1 2023 and has held it in 13 quarters since. The position peaked at $28.8M in Q4 2023. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

MTC Wealth Management held 92,695 shares of iShares 7-10 Year Treasury Bond ETF worth $8.85M as of Q1 2026.
MTC Wealth Management bought 7,095 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $682K.
iShares 7-10 Year Treasury Bond ETF made up 4.2% of MTC Wealth Management's portfolio in Q1 2026, its #10 holding.
MTC Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2023 and has held it in 13 quarters since.
MTC Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $28.8M in Q4 2023.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on MTC Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.