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 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 $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

Spectrum Strategic Capital Management's IEF Position: Q1 2026 in Review

Spectrum Strategic Capital Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 15% in Q1 2026, buying an estimated $550K and bringing the position to 43,849 shares worth $4.18M. The position accounts for 2.25% of the portfolio, ranked #13.

Spectrum Strategic Capital Management first reported a position in IEF in Q4 2024 and has held it in 6 quarters since. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Spectrum Strategic Capital Management held 43,849 shares of iShares 7-10 Year Treasury Bond ETF worth $4.18M as of Q1 2026.
Spectrum Strategic Capital Management bought 5,720 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $550K.
iShares 7-10 Year Treasury Bond ETF made up 2.25% of Spectrum Strategic Capital Management's portfolio in Q1 2026, its #13 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 6 quarters since.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Spectrum Strategic Capital Management's 13F filing for Q1 2026, filed 15 May 2026.