Marshall Wace
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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
Q1 		– Sell
-200
Closed -$19.3K – 2609
2023
Q4 		$19.3K Buy
+200
New +$18.5K ﹤0.01% 2104
2021
Q3 		– Sell
-2,300
Closed -$266K – 3204
2021
Q2 		$266K Buy
+2,300
New +$263K ﹤0.01% 2365

Other funds holding IEF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
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 $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
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.