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 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

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

E&G Advisors's IEF Position: Q1 2026 in Review

E&G Advisors reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 3.3% in Q1 2026, selling an estimated $19.2K and leaving 5,862 shares worth $559K. The position accounts for 0.12% of the portfolio, ranked #128.

E&G Advisors first reported a position in IEF in Q1 2021 and has held it in 11 quarters since. The position peaked at $608K in Q3 2024. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

E&G Advisors held 5,862 shares of iShares 7-10 Year Treasury Bond ETF worth $559K as of Q1 2026.
E&G Advisors sold 200 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $19.2K.
iShares 7-10 Year Treasury Bond ETF made up 0.12% of E&G Advisors's portfolio in Q1 2026, its #128 holding.
E&G Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2021 and has held it in 11 quarters since.
E&G Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $608K in Q3 2024.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on E&G Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.