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Leavell Investment Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Leavell Investment 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 		$6.12M Sell
64,672
-5,312
-8% -$503K 0.22% 116
2026
Q1 		$6.68M Buy
69,984
+3,026
+5% +$291K 0.27% 92
2025
Q4 		$6.44M Buy
66,958
+352
+0.5% +$34.1K 0.27% 93
2025
Q3 		$6.42M Buy
66,606
+10,137
+18% +$969K 0.27% 89
2025
Q2 		$5.41M Sell
56,469
-3,141
-5% -$297K 0.24% 102
2025
Q1 		$5.69M Buy
59,610
+3,953
+7% +$370K 0.28% 88
2024
Q4 		$5.15M Buy
55,657
+22,252
+67% +$2.1M 0.25% 93
2024
Q3 		$3.28M Sell
33,405
-4,195
-11% -$406K 0.16% 136
2024
Q2 		$3.52M Buy
37,600
+20,143
+115% +$1.87M 0.19% 118
2024
Q1 		$1.65M Buy
17,457
+278
+2% +$26.3K 0.1% 199
2023
Q4 		$1.66M Sell
17,179
-3,550
-17% -$328K 0.11% 184
2023
Q3 		$1.9M Buy
20,729
+1,353
+7% +$128K 0.13% 165
2023
Q2 		$1.87M Buy
19,376
+1,197
+7% +$118K 0.13% 163
2023
Q1 		$1.8M Sell
18,179
-2,648
-13% -$259K 0.13% 166
2022
Q4 		$2M Sell
20,827
-24,439
-54% -$2.35M 0.15% 149
2022
Q3 		$4.34M Buy
45,266
+35,160
+348% +$3.57M 0.34% 82
2022
Q2 		$1.03M Buy
+10,106
New +$1.04M 0.08% 224

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
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

Leavell Investment Management's IEF Position: Q2 2026 in Review

Leavell Investment Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 7.6% in Q2 2026, selling an estimated $503K and leaving 64,672 shares worth $6.12M. The position accounts for 0.22% of the portfolio, ranked #116.

Leavell Investment Management first reported a position in IEF in Q2 2022 and has held it in 17 quarters since. The position peaked at $6.68M in Q1 2026. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Leavell Investment Management held 64,672 shares of iShares 7-10 Year Treasury Bond ETF worth $6.12M as of Q2 2026.
  • Leavell Investment Management sold 5,312 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $503K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.22% of Leavell Investment Management's portfolio in Q2 2026, its #116 holding.
  • Leavell Investment Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Leavell Investment Management's iShares 7-10 Year Treasury Bond ETF position peaked at $6.68M in Q1 2026.
  • 1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.