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Lombard Odier Asset Management (USA)’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Lombard Odier Asset Management (USA)’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
-1,500,000
Closed -$142M – 319
2024
Q1 		$142M Buy
1,500,000
+1,420,000
+1,775% +$135M 3.44% 6
2023
Q4 		$7.71M Sell
80,000
-40,000
-33% -$3.7M 0.14% 118
2023
Q3 		$11M Hold
120,000
– – 0.25% 100
2023
Q2 		$11.6M Buy
+120,000
New +$11.8M 0.25% 91
2022
Q3 		– Sell
-500,000
Closed -$51.1M – 417
2022
Q2 		$51.1M Sell
500,000
-1,430,000
-74% -$147M 1.97% 9
2022
Q1 		$207M Buy
1,930,000
+900,000
+87% +$99.9M 7.58% 2
2021
Q4 		$118M Buy
1,030,000
+690,000
+203% +$79.3M 4.62% 5
2021
Q3 		$39.2M Sell
340,000
-200,000
-37% -$23.4M 1.72% 12
2021
Q2 		$62.4M Buy
+540,000
New +$61.8M 2.48% 8

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Envestnet Asset Management
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Ameriprise
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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