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Eagle Global Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Eagle Global 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 		$2.04M Buy
21,547
+245
+1% +$23.2K 0.07% 134
2026
Q1 		$2.03M Sell
21,302
-515
-2% -$49.5K 0.07% 132
2025
Q4 		$2.1M Buy
21,817
+11,460
+111% +$1.11M 0.08% 132
2025
Q3 		$999K Buy
10,357
+2,962
+40% +$283K 0.04% 169
2025
Q2 		$708K Sell
7,395
-540
-7% -$51.1K 0.03% 174
2025
Q1 		$757K Sell
7,935
-2,780
-26% -$260K 0.03% 175
2024
Q4 		$991K Sell
10,715
-1,189
-10% -$112K 0.04% 163
2024
Q3 		$1.17M Hold
11,904
– – 0.06% 147
2024
Q2 		$1.11M Sell
11,904
-50
-0.4% -$4.64K 0.06% 143
2024
Q1 		$1.13M Buy
11,954
+850
+8% +$80.6K 0.06% 138
2023
Q4 		$1.07M Buy
11,104
+1,060
+11% +$98K 0.06% 144
2023
Q3 		$920K Sell
10,044
-462
-4% -$43.6K 0.06% 148
2023
Q2 		$1.01M Sell
10,506
-212
-2% -$20.8K 0.07% 143
2023
Q1 		$1.06M Buy
10,718
+175
+2% +$17.1K 0.07% 139
2022
Q4 		$1.01M Buy
10,543
+1,975
+23% +$190K 0.07% 136
2022
Q3 		$822K Buy
8,568
+575
+7% +$58.3K 0.06% 147
2022
Q2 		$818K Buy
7,993
+380
+5% +$39K 0.06% 144
2022
Q1 		$818K Sell
7,613
-50
-0.7% -$5.55K 0.05% 150
2021
Q4 		$881K Sell
7,663
-665
-8% -$76.4K 0.06% 152
2021
Q3 		$960K Sell
8,328
-80
-1% -$9.35K 0.06% 146
2021
Q2 		$971K Sell
8,408
-60
-0.7% -$6.87K 0.06% 145
2021
Q1 		$956K Buy
8,468
+208
+3% +$24.2K 0.07% 142
2020
Q4 		$991K Sell
8,260
-5,552
-40% -$668K 0.08% 136
2020
Q3 		$1.68M Sell
13,812
-3,297
-19% -$402K 0.15% 110
2020
Q2 		$2.08M Sell
17,109
-1,125
-6% -$137K 0.19% 99
2020
Q1 		$2.21M Sell
18,234
-2,403
-12% -$277K 0.22% 89
2019
Q4 		$2.27M Buy
20,637
+4,636
+29% +$517K 0.12% 108
2019
Q3 		$1.8M Buy
+16,001
New +$1.79M 0.08% 121

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Eagle Global Advisors's IEF Position: Q2 2026 in Review

Eagle Global Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 1.2% in Q2 2026, buying an estimated $23.2K and bringing the position to 21,547 shares worth $2.04M. The position accounts for 0.07% of the portfolio, ranked #134.

Eagle Global Advisors first reported a position in IEF in Q3 2019 and has held it in 28 quarters since. The position peaked at $2.27M in Q4 2019. 755 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Eagle Global Advisors held 21,547 shares of iShares 7-10 Year Treasury Bond ETF worth $2.04M as of Q2 2026.
  • Eagle Global Advisors bought 245 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $23.2K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.07% of Eagle Global Advisors's portfolio in Q2 2026, its #134 holding.
  • Eagle Global Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2019 and has held it in 28 quarters since.
  • Eagle Global Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $2.27M in Q4 2019.
  • 755 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Eagle Global Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.