Prelude Capital Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Prelude Capital Management’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
2025 Q4	–	Sell	-1,810	Closed	-$216K	–	1413
2025 Q3	$216K	Buy	+1,810	New	+$215K	0.02%	904
2022 Q1	–	Sell	-7,096	Closed	-$913K	–	2008
2021 Q4	$913K	Buy	7,096 +4,331	+157%	+$559K	0.02%	659
2021 Q3	$360K	Buy	+2,765	New	+$363K	0.01%	1051

Other funds holding IEI

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

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

Prelude Capital Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2025, closing a stake of 1,810 shares — an estimated $216K sold.

Prelude Capital Management first reported a position in IEI in Q3 2021 and held it in 3 quarters. The position peaked at $913K in Q4 2021. 848 funds tracked by Wall St. Rank hold IEI as of Q4 2025.

Prelude Capital Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Prelude Capital Management sold 1,810 iShares 3-7 Year Treasury Bond ETF shares in Q4 2025, an estimated $216K.
Prelude Capital Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2021 and held it in 3 quarters.
Prelude Capital Management's iShares 3-7 Year Treasury Bond ETF position peaked at $913K in Q4 2021.
848 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2025.

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