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
IWMA
Ironwood Wealth Management (Arizona)’s
iShares 7-10 Year Treasury Bond ETF
IEF
Stock Holding History
Ironwood Wealth Management (Arizona)’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
2026
Q1
$42M
Buy
440,202
+9,333
+2%
+$898K
12.05%
5
2025
Q4
$41.4M
Buy
430,869
+19,472
+5%
+$1.88M
12.18%
5
2025
Q3
$39.7M
Buy
411,397
+18,197
+5%
+$1.74M
13.3%
4
2025
Q2
$37.7M
Sell
393,200
-104,072
-21%
-$9.84M
13.75%
3
2025
Q1
$47.4M
Buy
497,272
+13,982
+3%
+$1.31M
14.56%
3
2024
Q4
$44.7M
Buy
483,290
+4,984
+1%
+$471K
13.86%
3
2024
Q3
$46.9M
Buy
478,306
+15,677
+3%
+$1.52M
14.12%
3
2024
Q2
$43.3M
Buy
462,629
+38,988
+9%
+$3.62M
14.15%
3
2024
Q1
$40.1M
Buy
423,641
+8,853
+2%
+$839K
13%
3
2023
Q4
$40M
Buy
414,788
+41,241
+11%
+$3.81M
13.34%
3
2023
Q3
$33.8M
Sell
373,547
-4,747
-1%
-$448K
13.81%
2
2023
Q2
$36.5M
Buy
378,294
+9,304
+3%
+$915K
13.6%
3
2023
Q1
$36.6M
Buy
368,990
+25,151
+7%
+$2.46M
14.44%
3
2022
Q4
$32.9M
Buy
343,839
+120,840
+54%
+$11.6M
13.75%
3
2022
Q3
$22.8M
Hold
222,999
–
–
10.2%
3
2022
Q2
$22.8M
Buy
222,999
+137,996
+162%
+$14.2M
10.2%
3
2022
Q1
$9.13M
Buy
+85,003
New
+$9.43M
3.75%
8
Other funds holding IEF
Fisher Asset Management
Camas, Washington
$295B AUM
31.6%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
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
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
BTI
Blue Trust Inc
Alpharetta, Georgia
$8.74B AUM
14.62%
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