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AG
Advisor Group’s
iShares 7-10 Year Treasury Bond ETF
IEF
Stock Holding History
Advisor Group’s Portfolio
IEF Stock Details
IEF Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q4
$25.2M
Sell
228,781
-44,244
-16%
-$4.93M
0.17%
106
2019
Q3
$30.7M
Sell
273,025
-772,067
-74%
-$86.1M
0.23%
84
2019
Q2
$115M
Buy
1,045,092
+472,109
+82%
+$50.6M
0.88%
19
2019
Q1
$61.1M
Buy
572,983
+258,520
+82%
+$27M
0.5%
31
2018
Q4
$32.8M
Buy
314,463
+216,425
+221%
+$21.9M
0.32%
56
2018
Q3
$9.92M
Sell
98,038
-55,230
-36%
-$5.63M
0.1%
183
2018
Q2
$15.7M
Sell
153,268
-13,582
-8%
-$1.38M
0.22%
90
2018
Q1
$17.2M
Sell
166,850
-195,304
-54%
-$20.1M
0.24%
82
2017
Q4
$38.2M
Buy
362,154
+115,670
+47%
+$12.3M
0.51%
39
2017
Q3
$26.3M
Buy
246,484
+34,837
+16%
+$3.73M
0.41%
42
2017
Q2
$22.6M
Buy
211,647
+24,981
+13%
+$2.67M
0.4%
44
2017
Q1
$19.7M
Buy
186,666
+56,499
+43%
+$5.93M
0.4%
36
2016
Q4
$13.6M
Buy
130,167
+16,278
+14%
+$1.75M
0.31%
62
2016
Q3
$12.7M
Buy
113,889
+24,485
+27%
+$2.74M
0.31%
66
2016
Q2
$10.1M
Buy
+89,404
New
+$9.89M
0.27%
82
Other funds holding IEF
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
SCM
SCS Capital Management
Boston, Massachusetts
$9.44B AUM
18.1%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
WCM
Wealthcare Capital Management
Richmond, Virginia
$1.05B AUM
14.89%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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