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

Lazari Capital Management’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 		$252K Sell
2,664
-65
-2% -$6.15K 0.08% 149
2026
Q1 		$260K Sell
2,729
-18
-0.7% -$1.73K 0.09% 132
2025
Q4 		$264K Buy
2,747
+9
+0.3% +$871 0.09% 127
2025
Q3 		$264K Hold
2,738
– – 0.09% 121
2025
Q2 		$262K Buy
2,738
+64
+2% +$6.05K 0.1% 118
2025
Q1 		$255K Hold
2,674
– – 0.1% 110
2024
Q4 		$247K Buy
+2,674
New +$253K 0.1% 122

Other funds holding IEF

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MSCM
McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return

Lazari Capital Management's IEF Position: Q2 2026 in Review

Lazari Capital Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 2.4% in Q2 2026, selling an estimated $6.15K and leaving 2,664 shares worth $252K. The position accounts for 0.08% of the portfolio, ranked #149.

Lazari Capital Management first reported a position in IEF in Q4 2024 and has held it in 7 quarters since. The position peaked at $264K in Q4 2025. 542 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Lazari Capital Management held 2,664 shares of iShares 7-10 Year Treasury Bond ETF worth $252K as of Q2 2026.
  • Lazari Capital Management sold 65 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $6.15K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.08% of Lazari Capital Management's portfolio in Q2 2026, its #149 holding.
  • Lazari Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Lazari Capital Management's iShares 7-10 Year Treasury Bond ETF position peaked at $264K in Q4 2025.
  • 542 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Lazari Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.