E&G Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

E&G 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 Q3	$515K	Hold	5,762	–	–	0.1%	141
2026 Q2	$545K	Sell	5,762 -100	-2%	-$9.46K	0.11%	136
2026 Q1	$559K	Sell	5,862 -200	-3%	-$19.2K	0.12%	128
2025 Q4	$583K	Hold	6,062	–	–	0.13%	119
2025 Q3	$585K	Hold	6,062	–	–	0.14%	122
2025 Q2	$581K	Hold	6,062	–	–	0.15%	121
2025 Q1	$578K	Sell	6,062 -139	-2%	-$13K	0.16%	116
2024 Q4	$573K	Hold	6,201	–	–	0.16%	114
2024 Q3	$608K	Hold	6,201	–	–	0.17%	115
2024 Q2	$581K	Buy	+6,201	New	+$576K	0.17%	112
2022 Q1	–	Sell	-1,996	Closed	-$230K	–	217
2021 Q4	$230K	Hold	1,996	–	–	0.06%	198
2021 Q3	$230K	Buy	+1,996	New	+$233K	0.06%	190
2021 Q2	–	Sell	-1,996	Closed	-$228K	–	194
2021 Q1	$225K	Buy	+1,996	New	+$233K	0.07%	190

Other funds holding IEF

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

AAG

Avalon Advisory Group Wexford, Pennsylvania $266M AUM 7.19% 1-Year Est. Return

E&G Advisors's IEF Position: Q3 2026 in Review

E&G Advisors held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q3 2026 at 5,762 shares worth $515K. The position accounts for 0.1% of the portfolio, ranked #141.

E&G Advisors first reported a position in IEF in Q1 2021 and has held it in 13 quarters since. The position peaked at $608K in Q3 2024. 540 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

E&G Advisors held 5,762 shares of iShares 7-10 Year Treasury Bond ETF worth $515K as of Q3 2026.
E&G Advisors left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q3 2026.
iShares 7-10 Year Treasury Bond ETF made up 0.1% of E&G Advisors's portfolio in Q3 2026, its #141 holding.
E&G Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2021 and has held it in 13 quarters since.
E&G Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $608K in Q3 2024.
540 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on E&G Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.