Spirit of America Management Corp’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Spirit of America Management Corp’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	$3.15K	Buy	296,006 +292,287	+7,859%	+$27.7M	﹤0.01%	290
2026 Q1	$355K	Sell	3,719 -558	-13%	-$53.7K	0.07%	201
2025 Q4	$412K	Sell	4,277 -2,003	-32%	-$194K	0.09%	189
2025 Q3	$606K	Buy	6,280 +105	+2%	+$10K	0.12%	170
2025 Q2	$585K	Sell	6,175 -80	-1%	-$7.56K	0.12%	168
2025 Q1	$597K	Buy	6,255 +6	+0.1%	+$561	0.12%	156
2024 Q4	$578K	Sell	6,249 -96	-2%	-$9.07K	0.12%	156
2024 Q3	$623K	Sell	6,345 -268	-4%	-$25.9K	0.12%	153
2024 Q2	$619K	Buy	6,613 +5,970	+928%	+$555K	0.13%	139
2024 Q1	$59.4K	Buy	+643	New	+$60.9K	0.01%	264

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Spirit of America Management Corp's IEF Position: Q2 2026 in Review

Spirit of America Management Corp increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 7,859% in Q2 2026, buying an estimated $27.7M and bringing the position to 296,006 shares worth $3.15K. The position accounts for ﹤0.01% of the portfolio, ranked #290.

Spirit of America Management Corp first reported a position in IEF in Q1 2024 and has held it in 10 quarters since. The position peaked at $623K in Q3 2024. 808 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Spirit of America Management Corp held 296,006 shares of iShares 7-10 Year Treasury Bond ETF worth $3.15K as of Q2 2026.
Spirit of America Management Corp bought 292,287 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $27.7M.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Spirit of America Management Corp's portfolio in Q2 2026, its #290 holding.
Spirit of America Management Corp first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
Spirit of America Management Corp's iShares 7-10 Year Treasury Bond ETF position peaked at $623K in Q3 2024.
808 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Spirit of America Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.