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

Legacy 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 		$334K Buy
+3,500
New +$337K 0.06% 166
2023
Q2 		– Sell
-2,562
Closed -$254K – 164
2023
Q1 		$254K Buy
+2,562
New +$250K 0.08% 141

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 $9.54B AUM 19.86% 1-Year Est. Return

Legacy Trust's IEF Position: Q1 2026 in Review

Legacy Trust opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2026: 3,500 shares worth $334K. The stake represents 0.06% of the portfolio and ranks #166 among its holdings. This is a return to the name: Legacy Trust previously reported a position in IEF as recently as Q1 2023.

Legacy Trust first reported a position in IEF in Q1 2023 and has held it in 2 quarters since. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Legacy Trust held 3,500 shares of iShares 7-10 Year Treasury Bond ETF worth $334K as of Q1 2026.
  • iShares 7-10 Year Treasury Bond ETF was a new Legacy Trust position in Q1 2026.
  • iShares 7-10 Year Treasury Bond ETF made up 0.06% of Legacy Trust's portfolio in Q1 2026, its #166 holding.
  • Legacy Trust first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2023 and has held it in 2 quarters since.
  • 1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Legacy Trust's 13F filing for Q1 2026, filed 14 Apr 2026.