LPT
IEF icon

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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$484K Sell
5,068
-2,975
-37% -$286K 0.03% 205
2025
Q4 		$773K Sell
8,043
-1,776
-18% -$172K 0.05% 168
2025
Q3 		$947K Sell
9,819
-172
-2% -$16.4K 0.06% 155
2025
Q2 		$957K Buy
9,991
+1,972
+25% +$186K 0.06% 156
2025
Q1 		$765K Sell
8,019
-1,672
-17% -$156K 0.05% 165
2024
Q4 		$896K Sell
9,691
-6,289
-39% -$594K 0.06% 155
2024
Q3 		$1.57M Sell
15,980
-1,186
-7% -$115K 0.11% 131
2024
Q2 		$1.61M Sell
17,166
-7,198
-30% -$669K 0.11% 123
2024
Q1 		$2.31M Sell
24,364
-3,087
-11% -$293K 0.17% 107
2023
Q4 		$2.65M Buy
27,451
+12,783
+87% +$1.18M 0.21% 90
2023
Q3 		$1.34M Sell
14,668
-656
-4% -$61.9K 0.12% 124
2023
Q2 		$1.48M Buy
15,324
+7,668
+100% +$754K 0.12% 118
2023
Q1 		$759K Buy
7,656
+55
+0.7% +$5.38K 0.06% 153
2022
Q4 		$728K Buy
7,601
+525
+7% +$50.4K 0.07% 156
2022
Q3 		$679K Buy
7,076
+424
+6% +$43K 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% -$1.19M 0.18% 102
2021
Q4 		$3.7M Sell
32,140
-45,013
-58% -$5.17M 0.28% 84
2021
Q3 		$8.89M Buy
77,153
+13,429
+21% +$1.57M 0.72% 34
2021
Q2 		$7.36M Buy
63,724
+2,077
+3% +$238K 0.62% 42
2021
Q1 		$6.96M Sell
61,647
-11,539
-16% -$1.34M 0.63% 44
2020
Q4 		$8.78M Sell
73,186
-28,940
-28% -$3.48M 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% +$6.8M 1.54% 13
2020
Q1 		$7.16M Buy
58,919
+27,593
+88% +$3.18M 0.93% 30
2019
Q4 		$3.45M Buy
31,326
+26,861
+602% +$2.99M 0.36% 75
2019
Q3 		$502K Buy
4,465
+1,115
+33% +$124K 0.06% 170
2019
Q2 		$369K Hold
3,350
– – 0.04% 192
2019
Q1 		$357K Sell
3,350
-365
-10% -$38.2K 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 +$378K 0.05% 184
2018
Q1 		– Sell
-2,006
Closed -$212K – 237
2017
Q4 		$212K Buy
+2,006
New +$213K 0.02% 224
2015
Q1 		– Sell
-19,996
Closed -$2.12M – 254
2014
Q4 		$2.12M Buy
+19,996
New +$2.11M 0.31% 83

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Legacy Private Trust's IEF Position: Q1 2026 in Review

Legacy Private Trust reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 37% in Q1 2026, selling an estimated $286K and leaving 5,068 shares worth $484K. The position accounts for 0.03% of the portfolio, ranked #205.

Legacy Private Trust first reported a position in IEF in Q4 2014 and has held it in 34 quarters since. The position peaked at $14M in Q2 2020. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Legacy Private Trust held 5,068 shares of iShares 7-10 Year Treasury Bond ETF worth $484K as of Q1 2026.
  • Legacy Private Trust sold 2,975 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $286K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.03% of Legacy Private Trust's portfolio in Q1 2026, its #205 holding.
  • Legacy Private Trust first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2014 and has held it in 34 quarters since.
  • Legacy Private Trust's iShares 7-10 Year Treasury Bond ETF position peaked at $14M in Q2 2020.
  • 1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Legacy Private Trust's 13F filing for Q1 2026, filed 7 Apr 2026.