Lugano Financial Advisors SA (LFA)’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Lugano Financial Advisors SA (LFA)’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 Q1	$2.74M	Hold	28,863	–	–	1.39%	19
2025 Q4	$2.78M	Hold	28,863	–	–	1.43%	20
2025 Q3	$2.78M	Hold	28,863	–	–	1.46%	21
2025 Q2	$2.75M	Hold	28,863	–	–	1.63%	18
2025 Q1	$2.75M	Sell	28,863 -735	-2%	-$68.8K	1.87%	18
2024 Q4	$2.74M	Sell	29,598 -1,924	-6%	-$182K	1.79%	20
2024 Q3	$3.09M	Sell	31,522 -450	-1%	-$43.5K	2.1%	17
2024 Q2	$2.99M	Buy	31,972 +18,443	+136%	+$1.71M	2.28%	16
2024 Q1	$1.28M	Sell	13,529 -928	-6%	-$87.9K	0.93%	29
2023 Q4	$1.39M	Sell	14,457 -43,796	-75%	-$4.05M	1.09%	28
2023 Q3	$5.34M	Sell	58,253 -1,741	-3%	-$164K	4.57%	3
2023 Q2	$5.8M	Buy	59,994 +828	+1%	+$81.4K	3.86%	5
2023 Q1	$5.86M	Buy	59,166 +2,770	+5%	+$271K	4.44%	5
2022 Q4	$5.4M	Sell	56,396 -3,472	-6%	-$333K	4.01%	7
2022 Q3	$5.75M	Buy	+59,868	New	+$6.07M	4.51%	6
2020 Q1	–	Sell	-2,839	Closed	-$313K	–	129
2019 Q4	$313K	Buy	+2,839	New	+$317K	0.23%	60
2019 Q2	$213K	Hold	1,939	–	–	0.13%	66
2019 Q1	$206K	Buy	+1,939	New	+$203K	0.12%	70

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Lugano Financial Advisors SA (LFA)'s IEF Position: Q1 2026 in Review

Lugano Financial Advisors SA (LFA) held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q1 2026 at 28,863 shares worth $2.74M. The position accounts for 1.39% of the portfolio, ranked #19.

Lugano Financial Advisors SA (LFA) first reported a position in IEF in Q1 2019 and has held it in 18 quarters since. The position peaked at $5.86M in Q1 2023. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Lugano Financial Advisors SA (LFA) held 28,863 shares of iShares 7-10 Year Treasury Bond ETF worth $2.74M as of Q1 2026.
Lugano Financial Advisors SA (LFA) left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 7-10 Year Treasury Bond ETF made up 1.39% of Lugano Financial Advisors SA (LFA)'s portfolio in Q1 2026, its #19 holding.
Lugano Financial Advisors SA (LFA) first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2019 and has held it in 18 quarters since.
Lugano Financial Advisors SA (LFA)'s iShares 7-10 Year Treasury Bond ETF position peaked at $5.86M in Q1 2023.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2026, filed 5 May 2026.