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Arete Wealth Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Arete Wealth Advisors’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
2026
Q1 		$3.53M Sell
36,924
-40,079
-52% -$3.86M 0.26% 94
2025
Q4 		$7.41M Sell
77,003
-23,997
-24% -$2.32M 0.45% 53
2025
Q3 		$9.74M Sell
101,000
-58,456
-37% -$5.59M 0.61% 36
2025
Q2 		$15.3M Sell
159,456
-52,934
-25% -$5.01M 1.08% 18
2025
Q1 		$20.3M Buy
212,390
+14,306
+7% +$1.34M 1.55% 8
2024
Q4 		$18.3M Buy
198,084
+977
+0.5% +$92.3K 1.32% 13
2024
Q3 		$19.3M Buy
197,107
+3,373
+2% +$326K 1.66% 10
2024
Q2 		$18.2M Buy
193,734
+61,876
+47% +$5.75M 1.49% 9
2024
Q1 		$12.5M Buy
131,858
+5,688
+5% +$539K 1.15% 13
2023
Q4 		$12.2M Buy
126,170
+122,338
+3,193% +$11.3M 0.93% 20
2023
Q3 		$351K Sell
3,832
-98,108
-96% -$9.25M 0.06% 312
2023
Q2 		$9.85M Sell
101,940
-139,720
-58% -$13.7M 0.87% 20
2023
Q1 		$24M Sell
241,660
-22,337
-8% -$2.18M 1.95% 7
2022
Q4 		$25.3B Buy
263,997
+15,024
+6% +$1.44M 2.21% 6
2022
Q3 		$23.9M Buy
+248,973
New +$25.3M 2.34% 6
2020
Q3 		– Sell
-2,312
Closed -$282K – 399
2020
Q2 		$282K Buy
+2,312
New +$281K 0.05% 302
2019
Q4 		– Sell
-3,460
Closed -$389K – 407
2019
Q3 		$389K Buy
+3,460
New +$386K 0.07% 253
2019
Q2 		– Sell
-2,778
Closed -$296K – 407
2019
Q1 		$296K Sell
2,778
-1,527
-35% -$160K 0.06% 285
2018
Q4 		$449K Buy
+4,305
New +$436K 0.11% 203

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Arete Wealth Advisors's IEF Position: Q1 2026 in Review

Arete Wealth Advisors reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 52% in Q1 2026, selling an estimated $3.86M and leaving 36,924 shares worth $3.53M. The position accounts for 0.26% of the portfolio, ranked #94.

Arete Wealth Advisors first reported a position in IEF in Q4 2018 and has held it in 19 quarters since. The position peaked at $25.3B in Q4 2022. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Arete Wealth Advisors held 36,924 shares of iShares 7-10 Year Treasury Bond ETF worth $3.53M as of Q1 2026.
  • Arete Wealth Advisors sold 40,079 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $3.86M.
  • iShares 7-10 Year Treasury Bond ETF made up 0.26% of Arete Wealth Advisors's portfolio in Q1 2026, its #94 holding.
  • Arete Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2018 and has held it in 19 quarters since.
  • Arete Wealth Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $25.3B in Q4 2022.
  • 1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.