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Leo Wealth LLC’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Leo Wealth LLC’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 		$44.3M Buy
464,602
+46,650
+11% +$4.49M 3.22% 5
2025
Q4 		$40.2M Buy
417,952
+258,203
+162% +$25M 2.92% 6
2025
Q3 		$15.4M Sell
159,749
-217,490
-58% -$20.8M 2% 10
2025
Q2 		$36.2M Buy
377,239
+233,330
+162% +$22.1M 2.81% 7
2025
Q1 		$13.7M Sell
143,909
-125,490
-47% -$11.7M 1.97% 9
2024
Q4 		$24.9M Sell
269,399
-60,040
-18% -$5.67M 2.23% 9
2024
Q3 		$32.3M Buy
329,439
+31,226
+10% +$3.02M 2.95% 8
2024
Q2 		$27.7M Sell
298,213
-16,551
-5% -$1.54M 2.83% 9
2024
Q1 		$29.5M Buy
314,764
+30,261
+11% +$2.87M 3.02% 7
2023
Q4 		$27.2M Buy
+284,503
New +$26.3M 2.81% 7

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
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

Leo Wealth LLC's IEF Position: Q1 2026 in Review

Leo Wealth LLC increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 11% in Q1 2026, buying an estimated $4.49M and bringing the position to 464,602 shares worth $44.3M. The position accounts for 3.22% of the portfolio, ranked #5.

Leo Wealth LLC first reported a position in IEF in Q4 2023 and has held it in 10 quarters since. 1,118 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Leo Wealth LLC held 464,602 shares of iShares 7-10 Year Treasury Bond ETF worth $44.3M as of Q1 2026.
  • Leo Wealth LLC bought 46,650 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $4.49M.
  • iShares 7-10 Year Treasury Bond ETF made up 3.22% of Leo Wealth LLC's portfolio in Q1 2026, its #5 holding.
  • Leo Wealth LLC first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,118 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.