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

Penserra 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 Q1	$16.9M	Buy	176,858 +53,773	+44%	+$5.17M	0.2%	153
2025 Q4	$11.8M	Buy	+123,085	New	+$11.9M	0.14%	167
2024 Q4	–	Sell	-140,906	Closed	-$13.8M	–	1152
2024 Q3	$13.8M	Buy	+140,906	New	+$13.6M	0.3%	76
2024 Q2	–	Sell	-21,600	Closed	-$2.04M	–	1304
2024 Q1	$2.04M	Buy	+21,600	New	+$2.05M	0.03%	351
2020 Q2	–	Sell	-387	Closed	-$47K	–	858
2020 Q1	$47K	Buy	+387	New	+$44.5K	﹤0.01%	685
2019 Q3	–	Sell	-764	Closed	-$84K	–	904
2019 Q2	$84K	Buy	+764	New	+$81.9K	0.01%	538

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 $374B AUM 17.66% 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 $8.74B AUM 14.62% 1-Year Est. Return

Penserra Capital Management's IEF Position: Q1 2026 in Review

Penserra Capital Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 44% in Q1 2026, buying an estimated $5.17M and bringing the position to 176,858 shares worth $16.9M. The position accounts for 0.2% of the portfolio, ranked #153.

Penserra Capital Management first reported a position in IEF in Q2 2019 and has held it in 6 quarters since. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Penserra Capital Management held 176,858 shares of iShares 7-10 Year Treasury Bond ETF worth $16.9M as of Q1 2026.
Penserra Capital Management bought 53,773 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $5.17M.
iShares 7-10 Year Treasury Bond ETF made up 0.2% of Penserra Capital Management's portfolio in Q1 2026, its #153 holding.
Penserra Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2019 and has held it in 6 quarters since.
1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Penserra Capital Management's 13F filing for Q1 2026, filed 11 May 2026.