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 Q2	$8.74M	Sell	92,448 -247	-0.3%	-$23.4K	3.92%	11
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 $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

MTC Wealth Management's IEF Position: Q2 2026 in Review

MTC Wealth Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.27% in Q2 2026, selling an estimated $23.4K and leaving 92,448 shares worth $8.74M. The position accounts for 3.92% of the portfolio, ranked #11.

MTC Wealth Management first reported a position in IEF in Q1 2023 and has held it in 14 quarters since. The position peaked at $28.8M in Q4 2023. 1,140 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

MTC Wealth Management held 92,448 shares of iShares 7-10 Year Treasury Bond ETF worth $8.74M as of Q2 2026.
MTC Wealth Management sold 247 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $23.4K.
iShares 7-10 Year Treasury Bond ETF made up 3.92% of MTC Wealth Management's portfolio in Q2 2026, its #11 holding.
MTC Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2023 and has held it in 14 quarters since.
MTC Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $28.8M in Q4 2023.
1,140 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on MTC Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.