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

Legacy 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 		$2.23M Buy
+23,561
New +$2.23M 0.21% 62

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
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
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return

Legacy Advisors's IEF Position: Q2 2026 in Review

Legacy Advisors opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026: 23,561 shares worth $2.23M. The stake represents 0.21% of the portfolio and ranks #62 among its holdings.

372 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Legacy Advisors held 23,561 shares of iShares 7-10 Year Treasury Bond ETF worth $2.23M as of Q2 2026.
  • iShares 7-10 Year Treasury Bond ETF was a new Legacy Advisors position in Q2 2026.
  • iShares 7-10 Year Treasury Bond ETF made up 0.21% of Legacy Advisors's portfolio in Q2 2026, its #62 holding.
  • 372 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.