LexAurum Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

LexAurum Advisors’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	$1.28M	Sell	13,578 -77	-0.6%	-$7.29K	0.15%	121
2026 Q1	$1.3M	Buy	+13,655	New	+$1.31M	0.17%	113
2025 Q3	$1.34M	Buy	13,852 +15	+0.1%	+$1.43K	0.19%	101
2025 Q2	$1.33M	Buy	13,837 +1	+0%	+$95	0.21%	94
2025 Q1	$1.32M	Sell	13,836 -484	-3%	-$45.3K	0.25%	84
2024 Q4	$1.32M	Sell	14,320 -651	-4%	-$61.5K	0.26%	78
2024 Q3	$1.47M	Buy	14,971 +4,566	+44%	+$441K	0.32%	64
2024 Q2	$974K	Buy	10,405 +1,974	+23%	+$183K	0.24%	95
2024 Q1	$798K	Buy	8,431 +1,772	+27%	+$168K	0.2%	105
2023 Q4	$642K	Buy	6,659 +1,514	+29%	+$140K	0.17%	127
2023 Q3	$471K	Buy	+5,145	New	+$485K	0.14%	146

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

LexAurum Advisors's IEF Position: Q2 2026 in Review

LexAurum Advisors reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.56% in Q2 2026, selling an estimated $7.29K and leaving 13,578 shares worth $1.28M. The position accounts for 0.15% of the portfolio, ranked #121.

LexAurum Advisors first reported a position in IEF in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.47M in Q3 2024. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

LexAurum Advisors held 13,578 shares of iShares 7-10 Year Treasury Bond ETF worth $1.28M as of Q2 2026.
LexAurum Advisors sold 77 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $7.29K.
iShares 7-10 Year Treasury Bond ETF made up 0.15% of LexAurum Advisors's portfolio in Q2 2026, its #121 holding.
LexAurum Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2023 and has held it in 11 quarters since.
LexAurum Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $1.47M in Q3 2024.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.