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

Spreng 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	$573K	Sell	6,063 -490	-7%	-$46.4K	0.21%	50
2026 Q1	$625K	Sell	6,553 -3,135	-32%	-$302K	0.3%	45
2025 Q4	$932K	Sell	9,688 -2,460	-20%	-$238K	0.37%	33
2025 Q3	$1.17M	Sell	12,148 -4,358	-26%	-$417K	0.47%	30
2025 Q2	$1.58M	Sell	16,506 -508	-3%	-$48K	0.65%	23
2025 Q1	$1.62M	Sell	17,014 -2,379	-12%	-$223K	0.73%	23
2024 Q4	$1.79M	Sell	19,393 -1,386	-7%	-$131K	0.78%	22
2024 Q3	$2.04M	Sell	20,779 -24,044	-54%	-$2.32M	0.95%	22
2024 Q2	$4.2M	Sell	44,823 -1,639	-4%	-$152K	2.17%	11
2024 Q1	$4.4M	Sell	46,462 -2,681	-5%	-$254K	2.37%	10
2023 Q4	$4.74M	Buy	49,143 +926	+2%	+$85.6K	2.97%	8
2023 Q3	$4.42M	Buy	48,217 +2,665	+6%	+$251K	3.24%	8
2023 Q2	$4.4M	Sell	45,552 -499	-1%	-$49.1K	3.46%	9
2023 Q1	$4.56M	Sell	46,051 -4,025	-8%	-$393K	3.94%	7
2022 Q4	$4.8M	Sell	50,076 -2,510	-5%	-$241K	4.14%	6
2022 Q3	$5.05M	Sell	52,586 -2,035	-4%	-$206K	4.47%	6
2022 Q2	$5.54M	Sell	54,621 -962	-2%	-$98.7K	4.13%	6
2022 Q1	$5.97M	Buy	55,583 +837	+2%	+$92.9K	3.67%	6
2021 Q4	$6.3M	Buy	54,746 +1,930	+4%	+$222K	3.63%	7
2021 Q3	$6.11M	Sell	52,816 -897	-2%	-$105K	3.91%	5
2021 Q2	$6.2M	Sell	53,713 -1,458	-3%	-$167K	4.01%	5
2021 Q1	$6.23M	Buy	55,171 +9,830	+22%	+$1.15M	4.34%	4
2020 Q4	$5.44M	Sell	45,341 -1,438	-3%	-$173K	4.3%	5
2020 Q3	$5.7M	Hold	46,779	–	–	5.38%	3
2020 Q2	$5.7M	Sell	46,779 -1,235	-3%	-$150K	5.8%	3
2020 Q1	$5.83M	Sell	48,014 -150	-0.3%	-$17.3K	6.7%	3
2019 Q4	$4.31M	Buy	+48,164	New	+$5.37M	4%	4

Other funds holding IEF

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MSCM

McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return

Spreng Capital Management's IEF Position: Q2 2026 in Review

Spreng Capital Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 7.5% in Q2 2026, selling an estimated $46.4K and leaving 6,063 shares worth $573K. The position accounts for 0.21% of the portfolio, ranked #50.

Spreng Capital Management first reported a position in IEF in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.3M in Q4 2021. 542 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Spreng Capital Management held 6,063 shares of iShares 7-10 Year Treasury Bond ETF worth $573K as of Q2 2026.
Spreng Capital Management sold 490 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $46.4K.
iShares 7-10 Year Treasury Bond ETF made up 0.21% of Spreng Capital Management's portfolio in Q2 2026, its #50 holding.
Spreng Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2019 and has held it in 27 quarters since.
Spreng Capital Management's iShares 7-10 Year Treasury Bond ETF position peaked at $6.3M in Q4 2021.
542 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Spreng Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.