SPC Financial Inc’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

SPC Financial Inc’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	$6.03M	Buy	62,543 +4,652	+8%	+$445K	0.47%	47
2025 Q2	$5.54M	Buy	57,891 +2,250	+4%	+$213K	0.46%	50
2025 Q1	$5.31M	Buy	55,641 +2,089	+4%	+$195K	0.47%	47
2024 Q4	$4.95M	Buy	53,552 +2,072	+4%	+$196K	0.43%	48
2024 Q3	$5.05M	Buy	51,480 +413	+0.8%	+$39.9K	0.44%	49
2024 Q2	$4.78M	Buy	51,067 +3,121	+7%	+$290K	0.44%	47
2024 Q1	$4.54M	Buy	+47,946	New	+$4.54M	0.43%	47
2023 Q3	–	Sell	-34,505	Closed	-$3.33M	–	213
2023 Q2	$3.33M	Buy	+34,505	New	+$3.39M	0.36%	42
2021 Q4	–	Sell	-23,095	Closed	-$2.66M	–	191
2021 Q3	$2.66M	Buy	+23,095	New	+$2.7M	0.33%	49
2021 Q1	–	Sell	-12,612	Closed	-$1.51M	–	170
2020 Q4	$1.51M	Buy	12,612 +2,030	+19%	+$244K	0.21%	66
2020 Q3	$1.29M	Buy	+10,582	New	+$1.29M	0.22%	60

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

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 $374B AUM 17.66% 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 $173B AUM 20.72% 1-Year Est. Return

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

SPC Financial Inc's IEF Position: Q3 2025 in Review

SPC Financial Inc increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 8% in Q3 2025, buying an estimated $445K and bringing the position to 62,543 shares worth $6.03M. The position accounts for 0.47% of the portfolio, ranked #47.

SPC Financial Inc first reported a position in IEF in Q3 2020 and has held it in 11 quarters since. 1,000 funds tracked by Wall St. Rank hold IEF as of Q3 2025.

SPC Financial Inc held 62,543 shares of iShares 7-10 Year Treasury Bond ETF worth $6.03M as of Q3 2025.
SPC Financial Inc bought 4,652 iShares 7-10 Year Treasury Bond ETF shares in Q3 2025, an estimated $445K.
iShares 7-10 Year Treasury Bond ETF made up 0.47% of SPC Financial Inc's portfolio in Q3 2025, its #47 holding.
SPC Financial Inc first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2020 and has held it in 11 quarters since.
1,000 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2025.

Based on SPC Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.