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
WGCA
Wolf Group Capital Advisors’s
iShares 7-10 Year Treasury Bond ETF
IEF
Stock Holding History
Wolf Group Capital Advisors’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
2022
Q4
–
Sell
-14,148
Closed
-$1.36M
–
124
2022
Q3
$1.36M
Hold
14,148
–
–
0.74%
53
2022
Q2
$1.45M
Sell
14,148
-3,288
-19%
-$337K
0.75%
52
2022
Q1
$1.87M
Sell
17,436
-35,757
-67%
-$3.97M
0.96%
41
2021
Q4
$6.12M
Buy
53,193
+35,462
+200%
+$4.08M
1%
34
2021
Q3
$2.04M
Sell
17,731
-196
-1%
-$22.9K
1.11%
28
2021
Q2
$2.07M
Buy
17,927
+186
+1%
+$21.3K
1.11%
30
2021
Q1
$2M
Buy
17,741
+965
+6%
+$112K
1.15%
34
2020
Q4
$2.01M
Sell
16,776
-50
-0.3%
-$6.01K
1.24%
25
2020
Q3
$2.05M
Buy
16,826
+207
+1%
+$25.3K
1.43%
22
2020
Q2
$2.02M
Buy
16,619
+1,535
+10%
+$187K
1.51%
24
2020
Q1
$1.83M
Sell
15,084
-2,486
-14%
-$286K
1.53%
25
2019
Q4
$1.94M
Sell
17,570
-455
-3%
-$50.7K
1.27%
33
2019
Q3
$2.03M
Sell
18,025
-2,176
-11%
-$243K
1.39%
30
2019
Q2
$2.22M
Sell
20,201
-675
-3%
-$72.3K
1.54%
26
2019
Q1
$2.23M
Sell
20,876
-1,458
-7%
-$152K
1.53%
28
2018
Q4
$2.33M
Buy
22,334
+9,770
+78%
+$990K
1.73%
21
2018
Q3
$1.27M
Sell
12,564
-5,142
-29%
-$525K
0.83%
44
2018
Q2
$1.81M
Buy
+17,706
New
+$1.8M
1.18%
34
Other funds holding IEF
AWA
Arete Wealth Advisors
Chicago, Illinois
$1.33B AUM
25.12%
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
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
PNC Financial Services Group
Pittsburgh, Pennsylvania
$173B AUM
20.72%
1-Year Est. Return
Fisher Asset Management
Camas, Washington
$295B AUM
31.6%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
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