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
ODG
O'Dell Group’s
iShares 7-10 Year Treasury Bond ETF
IEF
Stock Holding History
O'Dell Group’s Portfolio
IEF Stock Details
IEF Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q1
–
Sell
-103
Closed
-$9.93K
–
265
2023
Q4
$9.93K
Buy
+103
New
+$9.53K
﹤0.01%
349
2023
Q3
–
Sell
-151
Closed
-$14.6K
–
255
2023
Q2
$14.6K
Buy
+151
New
+$14.8K
﹤0.01%
309
2022
Q4
–
Sell
-206
Closed
-$20K
–
222
2022
Q3
$20K
Buy
+206
New
+$20.9K
0.01%
228
2022
Q2
–
Sell
-198
Closed
-$21K
–
502
2022
Q1
$21K
Hold
198
–
–
0.01%
249
2021
Q4
$23K
Sell
198
-413
-68%
-$47.5K
0.01%
226
2021
Q3
$70K
Sell
611
-49,053
-99%
-$5.74M
0.02%
135
2021
Q2
$5.74M
Buy
49,664
+717
+1%
+$82.1K
1.82%
15
2021
Q1
$5.53M
Sell
48,947
-86,104
-64%
-$10M
1.94%
15
2020
Q4
$16.2M
Buy
135,051
+3,059
+2%
+$368K
6.31%
5
2020
Q3
$16.1M
Buy
131,992
+2,611
+2%
+$319K
7.79%
5
2020
Q2
$15.8M
Buy
129,381
+3,328
+3%
+$404K
8.26%
5
2020
Q1
$15.3M
Buy
126,053
+13,248
+12%
+$1.52M
9.96%
4
2019
Q4
$12.4M
Buy
112,805
+9,721
+9%
+$1.08M
6.23%
5
2019
Q3
$11.6M
Buy
+103,084
New
+$11.5M
6.49%
5
Other funds holding IEF
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Fisher Asset Management
Camas, Washington
$295B AUM
31.6%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
PNC Financial Services Group
Pittsburgh, Pennsylvania
$173B AUM
20.72%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
CAPTRUST Financial Advisors
Raleigh, North Carolina
$57.2B AUM
18.32%
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