Legacy Wealth Management (Idaho)’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Legacy Wealth Management (Idaho)’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	$1.94M	Buy	20,374 +1,263	+7%	+$121K	0.97%	21
2025 Q4	$1.84M	Buy	19,111 +981	+5%	+$94.9K	0.88%	23
2025 Q3	$1.75M	Buy	18,130 +3,732	+26%	+$357K	0.79%	28
2025 Q2	$1.38M	Buy	14,398 +1,992	+16%	+$188K	0.72%	30
2025 Q1	$1.18M	Buy	+12,406	New	+$1.16M	0.84%	29

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

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

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

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

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

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

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 Wealth Management (Idaho)'s IEF Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 6.6% in Q1 2026, buying an estimated $121K and bringing the position to 20,374 shares worth $1.94M. The position accounts for 0.97% of the portfolio, ranked #21.

Legacy Wealth Management (Idaho) first reported a position in IEF in Q1 2025 and has held it in 5 quarters since. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Legacy Wealth Management (Idaho) held 20,374 shares of iShares 7-10 Year Treasury Bond ETF worth $1.94M as of Q1 2026.
Legacy Wealth Management (Idaho) bought 1,263 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $121K.
iShares 7-10 Year Treasury Bond ETF made up 0.97% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #21 holding.
Legacy Wealth Management (Idaho) first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2025 and has held it in 5 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 Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.