Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
MIH
Meitav Investment House’s
iShares 3-7 Year Treasury Bond ETF
IEI
Stock Holding History
Meitav Investment House’s Portfolio
IEI Stock Details
IEI Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q1
–
Sell
-6,477
Closed
-$758K
–
276
2023
Q4
$758K
Buy
6,477
+613
+10%
+$70K
0.01%
223
2023
Q3
$663K
Sell
5,864
-583
-9%
-$66.7K
0.01%
233
2023
Q2
$743K
Sell
6,447
-313
-5%
-$36.7K
0.01%
247
2023
Q1
$804K
Buy
6,760
+3,837
+131%
+$446K
0.01%
252
2022
Q4
$335K
Hold
2,923
–
–
0.01%
315
2022
Q3
$334K
Buy
+2,923
New
+$346K
0.01%
313
2022
Q2
–
Sell
-3,613
Closed
-$440K
–
362
2022
Q1
$440K
Sell
3,613
-269
-7%
-$33.8K
0.01%
317
2021
Q4
$498K
Sell
3,882
-250
-6%
-$32.3K
0.01%
309
2021
Q3
$537K
Sell
4,132
-618
-13%
-$81K
0.01%
307
2021
Q2
$619K
Sell
4,750
-378
-7%
-$49.3K
0.02%
289
2021
Q1
$665
Buy
5,128
+393
+8%
+$51.7K
0.02%
243
2020
Q4
$629K
Buy
4,735
+1,998
+73%
+$266K
0.02%
242
2020
Q3
$366K
Buy
+2,737
New
+$366K
0.02%
295
2018
Q3
–
Sell
-1,133
Closed
-$256K
–
457
2018
Q2
$256K
Buy
+1,133
New
+$136K
0.01%
393
Other funds holding IEI
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Financial Engines Advisors
Santa Clara, California
$49.2B AUM
14.31%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
CSIA
Charles Schwab Investment Advisory
San Francisco, California
$72.8B AUM
10.03%
1-Year Est. Return
Truist Financial
Charlotte, North Carolina
$74.1B AUM
21.09%
1-Year Est. Return
Cerity Partners
New York
$70.5B AUM
21.68%
1-Year Est. Return
Janney Montgomery Scott
Philadelphia, Pennsylvania
$40.4B AUM
21.2%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close