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Pallas Capital Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Pallas Capital Advisors’s Portfolio IEI Stock Details IEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,382
Closed -$284K – 920
2025
Q4 		$284K Buy
+2,382
New +$285K 0.01% 701
2023
Q3 		– Sell
-83,937
Closed -$9.72M – 350
2023
Q2 		$9.72M Buy
83,937
+26,522
+46% +$3.11M 0.44% 34
2023
Q1 		$6.75M Buy
+57,415
New +$6.67M 0.63% 46

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Pallas Capital Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2026, closing a stake of 2,382 shares — an estimated $284K sold.

Pallas Capital Advisors first reported a position in IEI in Q1 2023 and held it in 3 quarters. The position peaked at $9.72M in Q2 2023. 834 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Pallas Capital Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Pallas Capital Advisors sold 2,382 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $284K.
  • Pallas Capital Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2023 and held it in 3 quarters.
  • Pallas Capital Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $9.72M in Q2 2023.
  • 834 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

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