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
WCM
Wisconsin Capital Management’s
iShares 7-10 Year Treasury Bond ETF
IEF
Stock Holding History
Wisconsin Capital Management’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
2025
Q3
–
Sell
-3,150
Closed
-$302K
–
52
2025
Q2
$302K
Hold
3,150
–
–
0.17%
46
2025
Q1
$300K
Buy
3,150
+800
+34%
+$74.8K
0.19%
41
2024
Q4
$217K
Sell
2,350
-200
-8%
-$18.9K
0.12%
47
2024
Q3
$250K
Hold
2,550
–
–
0.13%
43
2024
Q2
$239K
Hold
2,550
–
–
0.12%
44
2024
Q1
$241K
Hold
2,550
–
–
0.13%
43
2023
Q4
$246K
Hold
2,550
–
–
0.15%
41
2023
Q3
$234K
Hold
2,550
–
–
0.15%
44
2023
Q2
$246K
Sell
2,550
-3,000
-54%
-$295K
0.16%
44
2023
Q1
$550K
Buy
+5,550
New
+$543K
0.37%
43
2021
Q1
–
Sell
-5,000
Closed
-$600K
–
58
2020
Q4
$600K
Buy
+5,000
New
+$602K
0.23%
43
2020
Q2
–
Sell
-12,853
Closed
-$1.56M
–
47
2020
Q1
$1.56M
Buy
12,853
+1,400
+12%
+$161K
1.02%
28
2019
Q4
$1.26M
Sell
11,453
-1,100
-9%
-$123K
0.62%
44
2019
Q3
$1.41M
Sell
12,553
-295
-2%
-$32.9K
0.75%
43
2019
Q2
$1.41M
Sell
12,848
-452
-3%
-$48.4K
0.76%
46
2019
Q1
$1.42M
Buy
13,300
+2,650
+25%
+$277K
1.26%
38
2018
Q4
$1.11M
Buy
+10,650
New
+$1.08M
1.17%
36
Other funds holding IEF
Fisher Asset Management
Camas, Washington
$295B AUM
31.6%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Bank of Montreal
Toronto, Ontario, Canada
$269B AUM
31.4%
1-Year Est. Return
PNC Financial Services Group
Pittsburgh, Pennsylvania
$173B AUM
20.72%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
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