Marshall Wace
IEF icon

Marshall Wace’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Marshall Wace’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
-3,550
Closed -$336K – 2747
2024
Q1 		$336K Sell
3,550
-272,382
-99% -$25.8M ﹤0.01% 2075
2023
Q4 		$26.6M Buy
275,932
+207,545
+303% +$19.2M 0.05% 397
2023
Q3 		$6.26M Buy
68,387
+48,824
+250% +$4.6M 0.01% 791
2023
Q2 		$1.89M Sell
19,563
-192,450
-91% -$18.9M ﹤0.01% 1434
2023
Q1 		$21M Buy
212,013
+179,131
+545% +$17.5M 0.05% 452
2022
Q4 		$3.15M Buy
+32,882
New +$3.16M 0.01% 1474
2022
Q3 		– Sell
-46,717
Closed -$4.78M – 3585
2022
Q2 		$4.78M Buy
+46,717
New +$4.79M 0.01% 1382
2021
Q3 		– Sell
-14,492
Closed -$1.69M – 3236
2021
Q2 		$1.67M Buy
+14,492
New +$1.66M 0.01% 1526
2021
Q1 		– Sell
-31
Closed -$3.61K – 2661
2020
Q4 		$4K Buy
+31
New +$3.73K ﹤0.01% 1827

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 $1.47T 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 $431B 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 $57.2B AUM 18.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return