IUHSA
IEF icon

Itau Unibanco Holding S.A.’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Itau Unibanco Holding S.A.’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
2024
Q2 		– Sell
-13,688
Closed -$2.38M – 351
2024
Q1 		$2.38M Hold
13,688
– – 0.1% 62
2023
Q4 		$2.41M Hold
13,688
– – 0.08% 84
2023
Q3 		$2.31M Buy
+13,688
New +$1.29M 0.1% 86
2023
Q1 		– Sell
-10,680
Closed -$1.03M – 553
2022
Q4 		$1.03M Buy
10,680
+3,160
+42% +$303K 0.04% 118
2022
Q3 		$722K Buy
7,520
+2,680
+55% +$272K 0.03% 130
2022
Q2 		$495K Buy
+4,840
New +$497K 0.02% 166
2017
Q1 		– Sell
-11,200
Closed -$1.17M – 756
2016
Q4 		$1.17M Sell
11,200
-669,973
-98% -$72M 0.14% 66
2016
Q3 		$76.2M Buy
681,173
+45,500
+7% +$5.1M 8.6% 2
2016
Q2 		$71.8M Buy
+635,673
New +$70.3M 11.89% 2

Other funds holding IEF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return