Muirfield Wealth Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Muirfield Wealth Advisors’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	$6.25M	Buy	65,535 +4,500	+7%	+$433K	4.6%	7
2025 Q4	$5.87M	Buy	61,035 +1,750	+3%	+$169K	4.31%	7
2025 Q3	$5.72M	Buy	59,285 +3,042	+5%	+$291K	4.24%	7
2025 Q2	$5.39M	Buy	+56,243	New	+$5.32M	4.29%	7

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 $8.74B AUM 14.62% 1-Year Est. Return

Muirfield Wealth Advisors's IEF Position: Q1 2026 in Review

Muirfield Wealth Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 7.4% in Q1 2026, buying an estimated $433K and bringing the position to 65,535 shares worth $6.25M. The position accounts for 4.6% of the portfolio, ranked #7.

Muirfield Wealth Advisors first reported a position in IEF in Q2 2025 and has held it in 4 quarters since. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Muirfield Wealth Advisors held 65,535 shares of iShares 7-10 Year Treasury Bond ETF worth $6.25M as of Q1 2026.
Muirfield Wealth Advisors bought 4,500 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $433K.
iShares 7-10 Year Treasury Bond ETF made up 4.6% of Muirfield Wealth Advisors's portfolio in Q1 2026, its #7 holding.
Muirfield Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2025 and has held it in 4 quarters since.
1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Muirfield Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.