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	–	2721
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	0.04%	452
2022 Q4	$3.15M	Buy	+32,882	New	+$3.16M	0.01%	1474
2022 Q3	–	Sell	-46,717	Closed	-$4.78M	–	3539
2022 Q2	$4.78M	Buy	+46,717	New	+$4.79M	0.01%	1382
2021 Q3	–	Sell	-14,492	Closed	-$1.69M	–	3205
2021 Q2	$1.67M	Buy	+14,492	New	+$1.66M	0.01%	1526
2021 Q1	–	Sell	-31	Closed	-$3.61K	–	2648
2020 Q4	$4K	Buy	+31	New	+$3.73K	﹤0.01%	1827

Other funds holding IEF

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Marshall Wace's IEF Position: Q2 2024 in Review

Marshall Wace sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2024, closing a stake of 3,550 shares — an estimated $336K sold.

Marshall Wace first reported a position in IEF in Q4 2020 and held it in 9 quarters. The position peaked at $26.6M in Q4 2023. 903 funds tracked by Wall St. Rank hold IEF as of Q2 2024.

Marshall Wace reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
Marshall Wace sold 3,550 iShares 7-10 Year Treasury Bond ETF shares in Q2 2024, an estimated $336K.
Marshall Wace first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2020 and held it in 9 quarters.
Marshall Wace's iShares 7-10 Year Treasury Bond ETF position peaked at $26.6M in Q4 2023.
903 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2024.

Based on Marshall Wace's 13F filing for Q2 2024, filed 14 Aug 2024.