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

Spectrum Strategic 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	$5.15M	Buy	54,412 +10,563	+24%	+$1,000K	2.55%	11
2026 Q1	$4.18M	Buy	43,849 +5,720	+15%	+$550K	2.25%	13
2025 Q4	$3.67M	Buy	38,129 +9,182	+32%	+$888K	1.95%	14
2025 Q3	$2.79M	Buy	28,947 +3,430	+13%	+$328K	1.43%	19
2025 Q2	$2.44M	Buy	25,517 +7,340	+40%	+$694K	1.23%	21
2025 Q1	$1.73M	Buy	18,177 +3,394	+23%	+$318K	1.09%	16
2024 Q4	$1.37M	Buy	+14,783	New	+$1.4M	0.86%	17

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

Spectrum Strategic Capital Management's IEF Position: Q2 2026 in Review

Spectrum Strategic Capital Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 24% in Q2 2026, buying an estimated $1,000K and bringing the position to 54,412 shares worth $5.15M. The position accounts for 2.55% of the portfolio, ranked #11.

Spectrum Strategic Capital Management first reported a position in IEF in Q4 2024 and has held it in 7 quarters since. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Spectrum Strategic Capital Management held 54,412 shares of iShares 7-10 Year Treasury Bond ETF worth $5.15M as of Q2 2026.
Spectrum Strategic Capital Management bought 10,563 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $1,000K.
iShares 7-10 Year Treasury Bond ETF made up 2.55% of Spectrum Strategic Capital Management's portfolio in Q2 2026, its #11 holding.
Spectrum Strategic Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

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