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

Legacy Private Trust’s Portfolio IEF Stock Details IEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$957K	Buy	9,991 +1,972	+25%	+$189K	0.06%	156
2025 Q1	$765K	Sell	8,019 -1,672	-17%	-$159K	0.05%	165
2024 Q4	$896K	Sell	9,691 -6,289	-39%	-$581K	0.06%	155
2024 Q3	$1.57M	Sell	15,980 -1,186	-7%	-$116K	0.11%	131
2024 Q2	$1.61M	Sell	17,166 -7,198	-30%	-$674K	0.11%	123
2024 Q1	$2.31M	Sell	24,364 -3,087	-11%	-$292K	0.17%	107
2023 Q4	$2.65M	Buy	27,451 +12,783	+87%	+$1.23M	0.21%	90
2023 Q3	$1.34M	Sell	14,668 -656	-4%	-$60.1K	0.12%	124
2023 Q2	$1.48M	Buy	15,324 +7,668	+100%	+$741K	0.12%	118
2023 Q1	$759K	Buy	7,656 +55	+0.7%	+$5.45K	0.06%	153
2022 Q4	$728K	Buy	7,601 +525	+7%	+$50.3K	0.07%	156
2022 Q3	$679K	Buy	7,076 +424	+6%	+$40.7K	0.06%	150
2022 Q2	$680K	Sell	6,652 -14,760	-69%	-$1.51M	0.06%	151
2022 Q1	$2.3M	Sell	21,412 -10,728	-33%	-$1.15M	0.18%	102
2021 Q4	$3.7M	Sell	32,140 -45,013	-58%	-$5.18M	0.28%	84
2021 Q3	$8.89M	Buy	77,153 +13,429	+21%	+$1.55M	0.72%	34
2021 Q2	$7.36M	Buy	63,724 +2,077	+3%	+$240K	0.62%	42
2021 Q1	$6.96M	Sell	61,647 -11,539	-16%	-$1.3M	0.63%	44
2020 Q4	$8.78M	Sell	73,186 -28,940	-28%	-$3.47M	0.83%	32
2020 Q3	$12.4M	Sell	102,126 -12,718	-11%	-$1.55M	1.29%	19
2020 Q2	$14M	Buy	114,844 +55,925	+95%	+$6.82M	1.54%	13
2020 Q1	$7.16M	Buy	58,919 +27,593	+88%	+$3.35M	0.93%	30
2019 Q4	$3.45M	Buy	31,326 +26,861	+602%	+$2.96M	0.36%	75
2019 Q3	$502K	Buy	4,465 +1,115	+33%	+$125K	0.06%	170
2019 Q2	$369K	Hold	3,350	–	–	0.04%	192
2019 Q1	$357K	Sell	3,350 -365	-10%	-$38.9K	0.04%	187
2018 Q4	$387K	Hold	3,715	–	–	0.05%	184
2018 Q3	$376K	Hold	3,715	–	–	0.04%	185
2018 Q2	$381K	Buy	+3,715	New	+$381K	0.05%	184
2018 Q1	–	Sell	-2,006	Closed	-$212K	–	237
2017 Q4	$212K	Buy	+2,006	New	+$212K	0.02%	224
2015 Q1	–	Sell	-19,996	Closed	-$2.12M	–	254
2014 Q4	$2.12M	Buy	+19,996	New	+$2.12M	0.31%	83