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Palogic Value Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Palogic Value 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
2025
Q1 		– Sell
-37,000
Closed -$3.42M – 164
2024
Q4 		$3.42M Buy
+37,000
New +$3.5M 1.3% 22
2024
Q3 		– Sell
-14,100
Closed -$1.32M – 180
2024
Q2 		$1.32M Buy
+14,100
New +$1.31M 0.56% 59

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Palogic Value Management's IEF Position: Q1 2025 in Review

Palogic Value Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2025, closing a stake of 37,000 shares — an estimated $3.42M sold.

Palogic Value Management first reported a position in IEF in Q2 2024 and held it in 2 quarters. The position peaked at $3.42M in Q4 2024. 983 funds tracked by Wall St. Rank hold IEF as of Q1 2025.

  • Palogic Value Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Palogic Value Management sold 37,000 iShares 7-10 Year Treasury Bond ETF shares in Q1 2025, an estimated $3.42M.
  • Palogic Value Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2024 and held it in 2 quarters.
  • Palogic Value Management's iShares 7-10 Year Treasury Bond ETF position peaked at $3.42M in Q4 2024.
  • 983 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2025.

Based on Palogic Value Management's 13F filing for Q1 2025, filed 15 May 2025.