Vontobel Holding
IEF icon

Vontobel Holding’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Vontobel Holding’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
2025
Q1 		– Sell
-2,579
Closed -$238K – 1119
2024
Q4 		$238K Buy
2,579
+301
+13% +$28.4K ﹤0.01% 959
2024
Q3 		$224K Sell
2,278
-779
-25% -$75.3K ﹤0.01% 989
2024
Q2 		$286K Sell
3,057
-7,795
-72% -$724K ﹤0.01% 901
2024
Q1 		$1.03M Buy
10,852
+291
+3% +$27.6K 0.01% 579
2023
Q4 		$1.02M Buy
10,561
+495
+5% +$45.8K 0.01% 585
2023
Q3 		$922K Buy
10,066
+1,753
+21% +$165K 0.01% 603
2023
Q2 		$803K Hold
8,313
– – 0.01% 655
2023
Q1 		$824K Buy
+8,313
New +$813K 0.01% 636
2021
Q4 		– Sell
-1,120
Closed -$129K – 1128
2021
Q3 		$129K Buy
+1,120
New +$131K ﹤0.01% 1075
2021
Q1 		– Sell
-1,700
Closed -$204K – 1045
2020
Q4 		$204K Buy
+1,700
New +$205K ﹤0.01% 902

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return