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
Q1 		– Sell
-56,200
Closed -$5.42M – 2634
2023
Q4 		$5.42M Buy
+56,200
New +$5.2M 0.01% 880
2023
Q2 		– Sell
-9,700
Closed -$961K – 2711
2023
Q1 		$961K Buy
+9,700
New +$948K ﹤0.01% 1834
2021
Q4 		– Sell
-60,300
Closed -$6.95M – 4089
2021
Q3 		$6.95M Buy
60,300
+19,300
+47% +$2.26M 0.03% 767
2021
Q2 		$4.74M Sell
41,000
-19,500
-32% -$2.23M 0.03% 877
2021
Q1 		$6.83M Buy
60,500
+54,700
+943% +$6.37M 0.04% 654
2020
Q4 		$696K Buy
+5,800
New +$698K ﹤0.01% 1354

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