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

Prelude 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
2025
Q4 		– Sell
-2,440
Closed -$235K – 1412
2025
Q3 		$235K Buy
+2,440
New +$233K 0.02% 862
2023
Q3 		– Sell
-4,030
Closed -$380K – 1233
2023
Q2 		$389K Buy
+4,030
New +$396K 0.03% 564
2022
Q4 		– Sell
-2,655
Closed -$255K – 1456
2022
Q3 		$255K Buy
2,655
+100
+4% +$10.1K 0.01% 948
2022
Q2 		$261K Buy
+2,555
New +$262K 0.01% 1138
2022
Q1 		– Sell
-6,650
Closed -$738K – 2007
2021
Q4 		$765K Buy
6,650
+1,973
+42% +$227K 0.02% 755
2021
Q3 		$539K Buy
+4,677
New +$547K 0.01% 853
2021
Q2 		– Sell
-11,600
Closed -$1.33M – 1791
2021
Q1 		$1.31M Buy
11,600
+3,257
+39% +$379K 0.03% 501
2020
Q4 		$1M Buy
+8,343
New +$1M 0.03% 479
2020
Q3 		– Sell
-2,000
Closed -$244K – 2066
2020
Q2 		$244K Buy
+2,000
New +$243K 0.01% 683
2018
Q2 		– Sell
-73,940
Closed -$7.63M – 1781
2018
Q1 		$7.63M Buy
73,940
+11,224
+18% +$1.16M 0.55% 26
2017
Q4 		$6.62M Sell
62,716
-13,186
-17% -$1.4M 0.53% 32
2017
Q3 		$8.09M Sell
75,902
-4,274
-5% -$458K 0.73% 20
2017
Q2 		$8.55M Buy
+80,176
New +$8.56M 0.81% 28

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Prelude Capital Management's IEF Position: Q4 2025 in Review

Prelude Capital Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2025, closing a stake of 2,440 shares — an estimated $235K sold.

Prelude Capital Management first reported a position in IEF in Q2 2017 and held it in 13 quarters. The position peaked at $8.55M in Q2 2017. 1,090 funds tracked by Wall St. Rank hold IEF as of Q4 2025.

  • Prelude Capital Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Prelude Capital Management sold 2,440 iShares 7-10 Year Treasury Bond ETF shares in Q4 2025, an estimated $235K.
  • Prelude Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2017 and held it in 13 quarters.
  • Prelude Capital Management's iShares 7-10 Year Treasury Bond ETF position peaked at $8.55M in Q2 2017.
  • 1,090 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2025.

Based on Prelude Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.