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Palisade Asset Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Palisade Asset 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 		$213K Hold
2,250
– – 0.02% 200
2026
Q1 		$215K Hold
2,250
– – 0.02% 190
2025
Q4 		$216K Hold
2,250
– – 0.02% 189
2025
Q3 		$217K Sell
2,250
-12
-0.5% -$1.15K 0.02% 186
2025
Q2 		$217K Buy
2,262
+12
+0.5% +$1.14K 0.02% 189
2025
Q1 		$215K Hold
2,250
– – 0.02% 187
2024
Q4 		$208K Hold
2,250
– – 0.02% 192
2024
Q3 		$221K Hold
2,250
– – 0.02% 190
2024
Q2 		$211K Hold
2,250
– – 0.02% 190
2024
Q1 		$213K Hold
2,250
– – 0.02% 191
2023
Q4 		$217K Hold
2,250
– – 0.02% 194
2023
Q3 		$206K Hold
2,250
– – 0.03% 178
2023
Q2 		$217K Hold
2,250
– – 0.03% 178
2023
Q1 		$223K Hold
2,250
– – 0.03% 174
2022
Q4 		$216K Hold
2,250
– – 0.02% 181
2022
Q3 		$216K Hold
2,250
– – 0.03% 169
2022
Q2 		$230K Hold
2,250
– – 0.03% 164
2022
Q1 		$242K Hold
2,250
– – 0.03% 174
2021
Q4 		$259K Sell
2,250
-82
-4% -$9.43K 0.03% 172
2021
Q3 		$269K Buy
+2,332
New +$273K 0.03% 171
2018
Q3 		– Sell
-3,000
Closed -$308K – 165
2018
Q2 		$308K Hold
3,000
– – 0.04% 146
2018
Q1 		$310K Hold
3,000
– – 0.05% 147
2017
Q4 		$317K Buy
+3,000
New +$318K 0.05% 147

Other funds holding IEF

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
PC
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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
CIM
CenturyLink Investment Management Denver, Colorado $129M AUM 11.15% 1-Year Est. Return

Palisade Asset Management's IEF Position: Q2 2026 in Review

Palisade Asset Management held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q2 2026 at 2,250 shares worth $213K. The position accounts for 0.02% of the portfolio, ranked #200.

Palisade Asset Management first reported a position in IEF in Q4 2017 and has held it in 23 quarters since. The position peaked at $317K in Q4 2017. 329 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Palisade Asset Management held 2,250 shares of iShares 7-10 Year Treasury Bond ETF worth $213K as of Q2 2026.
  • Palisade Asset Management left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 7-10 Year Treasury Bond ETF made up 0.02% of Palisade Asset Management's portfolio in Q2 2026, its #200 holding.
  • Palisade Asset Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2017 and has held it in 23 quarters since.
  • Palisade Asset Management's iShares 7-10 Year Treasury Bond ETF position peaked at $317K in Q4 2017.
  • 329 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Palisade Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.