Lewis Asset Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Lewis Asset Management’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	11,418 -528	-4%	-$50K	0.38%	67
2026 Q1	$1.14M	Sell	11,946 -530	-4%	-$51K	0.47%	54
2025 Q4	$1.2M	Sell	12,476 -682	-5%	-$66K	0.49%	50
2025 Q3	$1.27M	Buy	13,158 +141	+1%	+$13.5K	0.52%	45
2025 Q2	$1.25M	Sell	13,017 -5,506	-30%	-$521K	0.59%	41
2025 Q1	$1.77M	Sell	18,523 -1,486	-7%	-$139K	1.46%	14
2024 Q4	$1.85M	Sell	20,009 -627	-3%	-$59.2K	1.41%	16
2024 Q3	$2.02M	Buy	20,636 +1,206	+6%	+$117K	1.48%	14
2024 Q2	$1.82M	Sell	19,430 -1,596	-8%	-$148K	1.39%	14
2024 Q1	$1.99M	Buy	21,026 +1,315	+7%	+$125K	1.64%	13
2023 Q4	$1.9M	Buy	+19,711	New	+$1.82M	1.75%	14

Other funds holding IEF

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MSCM

McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

AAG

Avalon Advisory Group Wexford, Pennsylvania $271M AUM 14.44% 1-Year Est. Return

Lewis Asset Management's IEF Position: Q2 2026 in Review

Lewis Asset Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 4.4% in Q2 2026, selling an estimated $50K and leaving 11,418 shares worth $1.08M. The position accounts for 0.38% of the portfolio, ranked #67.

Lewis Asset Management first reported a position in IEF in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.02M in Q3 2024. 515 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Lewis Asset Management held 11,418 shares of iShares 7-10 Year Treasury Bond ETF worth $1.08M as of Q2 2026.
Lewis Asset Management sold 528 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $50K.
iShares 7-10 Year Treasury Bond ETF made up 0.38% of Lewis Asset Management's portfolio in Q2 2026, its #67 holding.
Lewis Asset Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
Lewis Asset Management's iShares 7-10 Year Treasury Bond ETF position peaked at $2.02M in Q3 2024.
515 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Lewis Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.