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

Legacy Investment Solutions’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
2025 Q2	$1.38M	Buy	+14,398	New	+$1.36M	0.72%	30

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Legacy Investment Solutions's IEF Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2025: 14,398 shares worth $1.38M. The stake represents 0.72% of the portfolio and ranks #30 among its holdings.

1,012 funds tracked by Wall St. Rank hold IEF as of Q2 2025.

Legacy Investment Solutions held 14,398 shares of iShares 7-10 Year Treasury Bond ETF worth $1.38M as of Q2 2025.
iShares 7-10 Year Treasury Bond ETF was a new Legacy Investment Solutions position in Q2 2025.
iShares 7-10 Year Treasury Bond ETF made up 0.72% of Legacy Investment Solutions's portfolio in Q2 2025, its #30 holding.
1,012 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.