Pallas Capital Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Pallas Capital Advisors’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	$10.3M	Sell	108,429 -11,277	-9%	-$1.08M	0.39%	53
2025 Q4	$11.5M	Buy	119,706 +11,618	+11%	+$1.12M	0.38%	51
2025 Q3	$10.4M	Buy	108,088 +3,645	+3%	+$349K	0.38%	53
2025 Q2	$10M	Sell	104,443 -14,190	-12%	-$1.34M	0.38%	55
2025 Q1	$11.3M	Sell	118,633 -71,644	-38%	-$6.7M	0.47%	41
2024 Q4	$17.6M	Sell	190,277 -237	-0.1%	-$22.4K	0.75%	18
2024 Q3	$18.1M	Sell	190,514 -16,520	-8%	-$1.6M	0.78%	19
2024 Q2	$19.6M	Buy	207,034 +9,253	+5%	+$860K	0.89%	17
2024 Q1	$18.7M	Buy	+197,781	New	+$18.7M	0.78%	14

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 $424B AUM 22.94% 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

Pallas Capital Advisors's IEF Position: Q1 2026 in Review

Pallas Capital Advisors reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 9.4% in Q1 2026, selling an estimated $1.08M and leaving 108,429 shares worth $10.3M. The position accounts for 0.39% of the portfolio, ranked #53.

Pallas Capital Advisors first reported a position in IEF in Q1 2024 and has held it in 9 quarters since. The position peaked at $19.6M in Q2 2024. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Pallas Capital Advisors held 108,429 shares of iShares 7-10 Year Treasury Bond ETF worth $10.3M as of Q1 2026.
Pallas Capital Advisors sold 11,277 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $1.08M.
iShares 7-10 Year Treasury Bond ETF made up 0.39% of Pallas Capital Advisors's portfolio in Q1 2026, its #53 holding.
Pallas Capital Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2024 and has held it in 9 quarters since.
Pallas Capital Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $19.6M in Q2 2024.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Pallas Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.