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

LGT Financial 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
2025
Q4 		– Sell
-86
Closed -$8.3K – 300
2025
Q3 		$8.3K Sell
86
-322
-79% -$30.8K 0.02% 250
2025
Q2 		$39K Sell
408
-12
-3% -$1.14K 0.1% 115
2025
Q1 		$40.1K Sell
420
-37
-8% -$3.46K 0.12% 116
2024
Q4 		$42.2K Buy
457
+189
+71% +$17.9K 0.09% 174
2024
Q3 		$26.3K Hold
268
– – 0.06% 221
2024
Q2 		$25.1K Buy
268
+12
+5% +$1.11K 0.05% 251
2024
Q1 		$24.3K Buy
256
+5
+2% +$474 0.03% 327
2023
Q4 		$24.2K Buy
251
+9
+4% +$832 0.03% 310
2023
Q3 		$22.2K Hold
242
– – 0.03% 317
2023
Q2 		$23.3K Buy
+242
New +$23.8K 0.02% 180
2023
Q1 		– Sell
-795
Closed -$76.2K – 129
2022
Q4 		$76.2K Buy
+795
New +$76.3K 0.09% 124

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

LGT Financial Advisors's IEF Position: Q4 2025 in Review

LGT Financial Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2025, closing a stake of 86 shares — an estimated $8.3K sold.

LGT Financial Advisors first reported a position in IEF in Q4 2022 and held it in 11 quarters. The position peaked at $76.2K in Q4 2022. 1,090 funds tracked by Wall St. Rank hold IEF as of Q4 2025.

  • LGT Financial Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 86 iShares 7-10 Year Treasury Bond ETF shares in Q4 2025, an estimated $8.3K.
  • LGT Financial Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2022 and held it in 11 quarters.
  • LGT Financial Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $76.2K in Q4 2022.
  • 1,090 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.