Leigh Baldwin & Co’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Leigh Baldwin & Co’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	$1.08M	Sell	11,449 -37	-0.3%	-$3.5K	0.58%	41
2026 Q1	$1.1M	Sell	11,486 -563	-5%	-$54.2K	0.71%	39
2025 Q4	$1.16M	Sell	12,049 -28	-0.2%	-$2.71K	0.76%	30
2025 Q3	$1.16M	Sell	12,077 -128	-1%	-$12.2K	0.66%	33
2025 Q2	$1.17M	Sell	12,205 -3,535	-22%	-$334K	0.77%	28
2025 Q1	$1.5M	Buy	15,740 +2,143	+16%	+$201K	1.21%	20
2024 Q4	$1.26M	Buy	+13,597	New	+$1.28M	1.06%	26

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

Leigh Baldwin & Co's IEF Position: Q2 2026 in Review

Leigh Baldwin & Co reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.32% in Q2 2026, selling an estimated $3.5K and leaving 11,449 shares worth $1.08M. The position accounts for 0.58% of the portfolio, ranked #41.

Leigh Baldwin & Co first reported a position in IEF in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.5M in Q1 2025. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Leigh Baldwin & Co held 11,449 shares of iShares 7-10 Year Treasury Bond ETF worth $1.08M as of Q2 2026.
Leigh Baldwin & Co sold 37 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $3.5K.
iShares 7-10 Year Treasury Bond ETF made up 0.58% of Leigh Baldwin & Co's portfolio in Q2 2026, its #41 holding.
Leigh Baldwin & Co first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Leigh Baldwin & Co's iShares 7-10 Year Treasury Bond ETF position peaked at $1.5M in Q1 2025.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Leigh Baldwin & Co's 13F filing for Q2 2026, filed 13 Aug 2026.