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
Search
Sign in
Sign up
BC
Bartlett & Co’s
iShares 7-10 Year Treasury Bond ETF
IEF
Stock Holding History
Bartlett & Co’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
2021
Q4
–
Sell
-200
Closed
-$23K
–
625
2021
Q3
$23K
Hold
200
–
–
﹤0.01%
619
2021
Q2
$23K
Sell
200
-22
-10%
-$2.52K
﹤0.01%
609
2021
Q1
$25K
Hold
222
–
–
﹤0.01%
638
2020
Q4
$27K
Buy
222
+200
+909%
+$24.1K
﹤0.01%
629
2020
Q3
$3K
Hold
22
–
–
﹤0.01%
769
2020
Q2
$3K
Hold
22
–
–
﹤0.01%
767
2020
Q1
$3K
Buy
+22
New
+$2.53K
﹤0.01%
751
2019
Q3
–
Sell
-23
Closed
–
–
889
2019
Q2
$0
Hold
23
–
–
﹤0.01%
767
2019
Q1
$0
Hold
23
–
–
﹤0.01%
723
2018
Q4
$0
Sell
23
-60
-72%
-$6.08K
﹤0.01%
684
2018
Q3
$1K
Hold
83
–
–
﹤0.01%
676
2018
Q2
$2K
Hold
83
–
–
﹤0.01%
670
2018
Q1
$2K
Sell
83
-41
-33%
-$4.22K
﹤0.01%
696
2017
Q4
$3K
Hold
124
–
–
﹤0.01%
656
2017
Q3
$3K
Hold
124
–
–
﹤0.01%
637
2017
Q2
$3K
Sell
124
-37
-23%
-$3.95K
﹤0.01%
642
2017
Q1
$3K
Sell
161
-79
-33%
-$8.3K
﹤0.01%
661
2016
Q4
$6K
Sell
240
-9
-4%
-$967
﹤0.01%
627
2016
Q3
$5K
Hold
249
–
–
﹤0.01%
633
2016
Q2
$5K
Buy
+249
New
+$27.5K
﹤0.01%
644
Other funds holding IEF
Fisher Asset Management
Camas, Washington
$295B AUM
31.6%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Jane Street
New York
$93.1B AUM
61.18%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
WCM
Wealthcare Capital Management
Richmond, Virginia
$1.05B AUM
14.89%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
PNC Financial Services Group
Pittsburgh, Pennsylvania
$173B AUM
20.72%
1-Year Est. Return
Sign up
Sign in
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
Theme
Close