NCFG
IEF icon

New Century Financial Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

New Century Financial Group’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
-5,081
Closed -$490K – 24
2025
Q3 		$490K Sell
5,081
-11,487
-69% -$1.1M 0.87% 41
2025
Q2 		$1.59M Buy
16,568
+12,886
+350% +$1.22M 1.86% 12
2025
Q1 		$351K Sell
3,682
-26,809
-88% -$2.51M 0.41% 84
2024
Q4 		$2.82M Buy
30,491
+4,444
+17% +$420K 1.2% 13
2024
Q3 		$2.56M Sell
26,047
-216
-0.8% -$20.9K 0.94% 17
2024
Q2 		$2.46M Buy
+26,263
New +$2.44M 1.04% 15

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 $374B AUM 17.66% 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

New Century Financial Group's IEF Position: Q4 2025 in Review

New Century Financial Group sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2025, closing a stake of 5,081 shares — an estimated $490K sold.

New Century Financial Group first reported a position in IEF in Q2 2024 and held it in 6 quarters. The position peaked at $2.82M in Q4 2024. 1,090 funds tracked by Wall St. Rank hold IEF as of Q4 2025.

  • New Century Financial Group reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • New Century Financial Group sold 5,081 iShares 7-10 Year Treasury Bond ETF shares in Q4 2025, an estimated $490K.
  • New Century Financial Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2024 and held it in 6 quarters.
  • New Century Financial Group's iShares 7-10 Year Treasury Bond ETF position peaked at $2.82M in Q4 2024.
  • 1,090 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2025.

Based on New Century Financial Group's 13F filing for Q4 2025.