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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
Q3 		$321K Hold
3,500
– – 0.05% 179
2026
Q2 		$331K Hold
3,500
– – 0.06% 169
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 $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 Trust's IEF Position: Q3 2026 in Review

Legacy Trust held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q3 2026 at 3,500 shares worth $321K. The position accounts for 0.05% of the portfolio, ranked #179.

Legacy Trust first reported a position in IEF in Q1 2023 and has held it in 4 quarters since. The position peaked at $334K in Q1 2026. 706 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

  • Legacy Trust held 3,500 shares of iShares 7-10 Year Treasury Bond ETF worth $321K as of Q3 2026.
  • Legacy Trust left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q3 2026.
  • iShares 7-10 Year Treasury Bond ETF made up 0.05% of Legacy Trust's portfolio in Q3 2026, its #179 holding.
  • Legacy Trust first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2023 and has held it in 4 quarters since.
  • Legacy Trust's iShares 7-10 Year Treasury Bond ETF position peaked at $334K in Q1 2026.
  • 706 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Legacy Trust's 13F filing for Q3 2026, filed 6 Nov 2026.