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
2024 Q1	–	Sell	-2,400	Closed	-$231K	–	1411
2023 Q4	$231K	Hold	2,400	–	–	0.02%	872
2023 Q3	$220K	Hold	2,400	–	–	0.01%	846
2023 Q2	$232K	Sell	2,400 -3,100	-56%	-$305K	0.02%	778
2023 Q1	$545K	Buy	5,500 +300	+6%	+$29.3K	0.03%	433
2022 Q4	$498K	Buy	+5,200	New	+$499K	0.03%	573
2022 Q3	–	Sell	-32,800	Closed	-$3.35M	–	1737
2022 Q2	$3.35M	Sell	32,800 -33,700	-51%	-$3.46M	0.1%	168
2022 Q1	$7.14M	Buy	66,500 +7,900	+13%	+$877K	0.21%	75
2021 Q4	$6.74M	Buy	58,600 +47,300	+419%	+$5.44M	0.17%	68
2021 Q3	$1.3M	Sell	11,300 -400	-3%	-$46.8K	0.03%	455
2021 Q2	$1.35M	Sell	11,700 -200	-2%	-$22.9K	0.04%	457
2021 Q1	$1.34M	Buy	+11,900	New	+$1.39M	0.03%	488

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

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.