Logan Capital Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Logan Capital 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	$47.6K	Buy	+503	New	+$47.6K	﹤0.01%	318
2025 Q4	–	Sell	-488	Closed	-$47.1K	–	366
2025 Q3	$47.1K	Buy	488 +14	+3%	+$1.34K	﹤0.01%	311
2025 Q2	$45.4K	Buy	474 +25	+6%	+$2.36K	﹤0.01%	310
2025 Q1	$42.9K	Buy	449 +22	+5%	+$2.06K	﹤0.01%	346
2024 Q4	$39.5K	Buy	427 +176	+70%	+$16.6K	﹤0.01%	352
2024 Q3	$24.6K	Buy	+251	New	+$24.3K	﹤0.01%	369
2023 Q2	–	Sell	-3,619	Closed	-$359K	–	495
2023 Q1	$359K	Hold	3,619	–	–	0.02%	268
2022 Q4	$347K	Buy	+3,619	New	+$348K	0.02%	264

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

Logan Capital Management's IEF Position: Q2 2026 in Review

Logan Capital Management opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026: 503 shares worth $47.6K. The stake represents ﹤0.01% of the portfolio and ranks #318 among its holdings. This is a return to the name: Logan Capital Management previously reported a position in IEF as recently as Q3 2025.

Logan Capital Management first reported a position in IEF in Q4 2022 and has held it in 8 quarters since. The position peaked at $359K in Q1 2023. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Logan Capital Management held 503 shares of iShares 7-10 Year Treasury Bond ETF worth $47.6K as of Q2 2026.
iShares 7-10 Year Treasury Bond ETF was a new Logan Capital Management position in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Logan Capital Management's portfolio in Q2 2026, its #318 holding.
Logan Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2022 and has held it in 8 quarters since.
Logan Capital Management's iShares 7-10 Year Treasury Bond ETF position peaked at $359K in Q1 2023.
1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Logan Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.