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 Q2	$1.84M	Sell	19,407 -967	-5%	-$91.5K	0.76%	27
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 $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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: Q2 2026 in Review

Legacy Wealth Management (Idaho) reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 4.7% in Q2 2026, selling an estimated $91.5K and leaving 19,407 shares worth $1.84M. The position accounts for 0.76% of the portfolio, ranked #27.

Legacy Wealth Management (Idaho) first reported a position in IEF in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.94M in Q1 2026. 1,141 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Legacy Wealth Management (Idaho) held 19,407 shares of iShares 7-10 Year Treasury Bond ETF worth $1.84M as of Q2 2026.
Legacy Wealth Management (Idaho) sold 967 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $91.5K.
iShares 7-10 Year Treasury Bond ETF made up 0.76% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #27 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 6 quarters since.
Legacy Wealth Management (Idaho)'s iShares 7-10 Year Treasury Bond ETF position peaked at $1.94M in Q1 2026.
1,141 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.