CLOS
IEF icon

Compagnie Lombard Odier SCmA’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Compagnie Lombard Odier SCmA’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
2019
Q1 		– Sell
-246
Closed -$26K – 592
2018
Q4 		$26K Buy
+246
New +$24.9K ﹤0.01% 434
2017
Q4 		– Sell
-13,430
Closed -$1.43M – 672
2017
Q3 		$1.43M Sell
13,430
-18,670
-58% -$2M 0.05% 191
2017
Q2 		$3.42M Sell
32,100
-9,300
-22% -$993K 0.12% 137
2017
Q1 		$4.37M Hold
41,400
– – 0.15% 122
2016
Q4 		$4.34M Buy
41,400
+27,900
+207% +$3M 0.13% 119
2016
Q3 		$1.51M Buy
+13,500
New +$1.51M 0.04% 218

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return