Legacy Advisors
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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
Q3 		– Sell
-23,561
Closed -$2.23M – 336
2026
Q2 		$2.23M Buy
+23,561
New +$2.23M 0.21% 62

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
Coldstream Capital Management
Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wealthcare Capital Management
Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return

Legacy Advisors's IEF Position: Q3 2026 in Review

Legacy Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2026, closing a stake of 23,561 shares — an estimated $2.23M sold.

Legacy Advisors first reported a position in IEF in Q2 2026 and held it in 1 quarter. The position peaked at $2.23M in Q2 2026. 709 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

  • Legacy Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Legacy Advisors sold 23,561 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $2.23M.
  • Legacy Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2026 and held it in 1 quarter.
  • Legacy Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $2.23M in Q2 2026.
  • 709 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.