Lavaca Capital’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Lavaca Capital’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	$63.4K	Buy	670 +213	+47%	+$20.2K	0.01%	187
2026 Q1	$43.6K	Buy	457 +3	+0.7%	+$289	0.01%	179
2025 Q4	$43.7K	Buy	+454	New	+$43.9K	0.01%	180
2025 Q1	–	Sell	-9,848	Closed	-$910K	–	272
2024 Q4	$910K	Buy	9,848 +122	+1%	+$11.5K	0.36%	45
2024 Q3	$954K	Buy	9,726 +86	+0.9%	+$8.31K	0.41%	43
2024 Q2	$903K	Buy	+9,640	New	+$896K	0.46%	35
2024 Q1	–	Sell	-9,506	Closed	-$916K	–	84
2023 Q4	$916K	Buy	+9,506	New	+$879K	0.52%	34

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

Lavaca Capital's IEF Position: Q2 2026 in Review

Lavaca Capital increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 47% in Q2 2026, buying an estimated $20.2K and bringing the position to 670 shares worth $63.4K. The position accounts for 0.01% of the portfolio, ranked #187.

Lavaca Capital first reported a position in IEF in Q4 2023 and has held it in 7 quarters since. The position peaked at $954K in Q3 2024. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Lavaca Capital held 670 shares of iShares 7-10 Year Treasury Bond ETF worth $63.4K as of Q2 2026.
Lavaca Capital bought 213 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $20.2K.
iShares 7-10 Year Treasury Bond ETF made up 0.01% of Lavaca Capital's portfolio in Q2 2026, its #187 holding.
Lavaca Capital first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and has held it in 7 quarters since.
Lavaca Capital's iShares 7-10 Year Treasury Bond ETF position peaked at $954K in Q3 2024.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Lavaca Capital's 13F filing for Q2 2026, filed 14 Aug 2026.