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 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

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

E&G Advisors's IEF Position: Q2 2026 in Review

E&G Advisors reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 1.7% in Q2 2026, selling an estimated $9.46K and leaving 5,762 shares worth $545K. The position accounts for 0.11% of the portfolio, ranked #136.

E&G Advisors first reported a position in IEF in Q1 2021 and has held it in 12 quarters since. The position peaked at $608K in Q3 2024. 1,141 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

E&G Advisors held 5,762 shares of iShares 7-10 Year Treasury Bond ETF worth $545K as of Q2 2026.
E&G Advisors sold 100 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $9.46K.
iShares 7-10 Year Treasury Bond ETF made up 0.11% of E&G Advisors's portfolio in Q2 2026, its #136 holding.
E&G Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2021 and has held it in 12 quarters since.
E&G Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $608K in Q3 2024.
1,141 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on E&G Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.