Country Club Bank’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Country Club Bank’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 Q3	$6.64M	Buy	68,848 +4,245	+7%	+$406K	0.39%	65
2025 Q2	$6.16M	Buy	64,603 +4,230	+7%	+$400K	0.39%	69
2025 Q1	$5.74M	Buy	60,373 +2,603	+5%	+$244K	0.39%	68
2024 Q4	$5.35M	Buy	57,770 +8,804	+18%	+$832K	0.36%	75
2024 Q3	$4.82M	Buy	48,966 +2,540	+5%	+$246K	0.32%	80
2024 Q2	$4.37M	Buy	46,426 +15,357	+49%	+$1.43M	0.3%	84
2024 Q1	$2.94M	Buy	31,069 +3,862	+14%	+$366K	0.21%	115
2023 Q4	$2.63M	Buy	27,207 +8,553	+46%	+$791K	0.2%	118
2023 Q3	$1.71M	Buy	+18,654	New	+$1.76M	0.14%	138

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Country Club Bank's IEF Position: Q3 2025 in Review

Country Club Bank increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 6.6% in Q3 2025, buying an estimated $406K and bringing the position to 68,848 shares worth $6.64M. The position accounts for 0.39% of the portfolio, ranked #65.

Country Club Bank first reported a position in IEF in Q3 2023 and has held it in 9 quarters since. 1,001 funds tracked by Wall St. Rank hold IEF as of Q3 2025.

Country Club Bank held 68,848 shares of iShares 7-10 Year Treasury Bond ETF worth $6.64M as of Q3 2025.
Country Club Bank bought 4,245 iShares 7-10 Year Treasury Bond ETF shares in Q3 2025, an estimated $406K.
iShares 7-10 Year Treasury Bond ETF made up 0.39% of Country Club Bank's portfolio in Q3 2025, its #65 holding.
Country Club Bank first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2023 and has held it in 9 quarters since.
1,001 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2025.

Based on Country Club Bank's 13F filing for Q3 2025, filed 8 Oct 2025.