Lincoln Capital Corp’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Lincoln Capital Corp’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	$12M	Buy	126,444 +3,101	+3%	+$293K	3.89%	6
2026 Q1	$11.8M	Buy	123,343 +534	+0.4%	+$51.4K	4.33%	6
2025 Q4	$11.8M	Buy	122,809 +16,147	+15%	+$1.56M	4.19%	6
2025 Q3	$10.3M	Buy	106,662 +2,920	+3%	+$279K	3.7%	6
2025 Q2	$9.94M	Buy	103,742 +1,451	+1%	+$137K	3.81%	6
2025 Q1	$9.76M	Buy	102,291 +2,967	+3%	+$278K	4.06%	5
2024 Q4	$9.18M	Buy	99,324 +80,544	+429%	+$7.61M	3.77%	7
2024 Q3	$1.84M	Buy	18,780 +306	+2%	+$29.6K	0.75%	34
2024 Q2	$1.73M	Buy	18,474 +2,082	+13%	+$193K	0.74%	35
2024 Q1	$1.55M	Buy	16,392 +1,214	+8%	+$115K	0.68%	33
2023 Q4	$1.46M	Buy	+15,178	New	+$1.4M	0.71%	32
2022 Q2	–	Sell	-15,142	Closed	-$1.63M	–	71
2022 Q1	$1.63M	Buy	15,142 +571	+4%	+$63.4K	0.85%	28
2021 Q4	$1.68M	Buy	14,571 +248	+2%	+$28.5K	0.81%	30
2021 Q3	$1.65M	Buy	+14,323	New	+$1.67M	0.89%	30
2019 Q1	–	Sell	-36,401	Closed	-$3.79M	–	51
2018 Q4	$3.79M	Buy	+36,401	New	+$3.69M	3.5%	10

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

Lincoln Capital Corp's IEF Position: Q2 2026 in Review

Lincoln Capital Corp increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 2.5% in Q2 2026, buying an estimated $293K and bringing the position to 126,444 shares worth $12M. The position accounts for 3.89% of the portfolio, ranked #6.

Lincoln Capital Corp first reported a position in IEF in Q4 2018 and has held it in 15 quarters since. 477 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Lincoln Capital Corp held 126,444 shares of iShares 7-10 Year Treasury Bond ETF worth $12M as of Q2 2026.
Lincoln Capital Corp bought 3,101 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $293K.
iShares 7-10 Year Treasury Bond ETF made up 3.89% of Lincoln Capital Corp's portfolio in Q2 2026, its #6 holding.
Lincoln Capital Corp first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2018 and has held it in 15 quarters since.
477 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Lincoln Capital Corp's 13F filing for Q2 2026, filed 16 Jul 2026.