Axa
IEF icon

Axa’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Axa’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
2022
Q2 		– Sell
-3,337
Closed -$359K – 1158
2022
Q1 		$359K Sell
3,337
-6,057
-64% -$672K ﹤0.01% 1085
2021
Q4 		$1.08M Buy
9,394
+3,011
+47% +$346K ﹤0.01% 940
2021
Q3 		$735K Buy
+6,383
New +$746K ﹤0.01% 1011
2019
Q1 		– Sell
-5,280
Closed -$550K – 1343
2018
Q4 		$550K Hold
5,280
– – ﹤0.01% 1069
2018
Q3 		$534K Buy
+5,280
New +$539K ﹤0.01% 1135
2015
Q4 		– Sell
-3,520,837
Closed -$380M – 1439
2015
Q3 		$380M Buy
+3,520,837
New +$374M 1.56% 6

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return