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CWM
Calamos Wealth Management’s
iShares 7-10 Year Treasury Bond ETF
IEF
Stock Holding History
Calamos Wealth Management’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
2022
Q2
–
Sell
-13,620
Closed
-$1.46M
–
331
2022
Q1
$1.46M
Buy
+13,620
New
+$1.51M
0.11%
131
2018
Q4
–
Sell
-2,112
Closed
-$214K
–
236
2018
Q3
$214K
Hold
2,112
–
–
0.03%
197
2018
Q2
$217K
Sell
2,112
-441
-17%
-$44.9K
0.03%
190
2018
Q1
$264K
Buy
2,553
+265
+12%
+$27.3K
0.03%
185
2017
Q4
$242K
Buy
+2,288
New
+$243K
0.03%
188
2017
Q1
–
Sell
-2,917
Closed
-$306K
–
244
2016
Q4
$306K
Sell
2,917
-2,104
-42%
-$226K
0.05%
188
2016
Q3
$562K
Buy
5,021
+1,070
+27%
+$120K
0.1%
168
2016
Q2
$446K
Buy
3,951
+154
+4%
+$17K
0.08%
172
2016
Q1
$419K
Buy
3,797
+57
+2%
+$6.22K
0.08%
194
2015
Q4
$395K
Hold
3,740
–
–
0.08%
207
2015
Q3
$403K
Buy
+3,740
New
+$397K
0.1%
193
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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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