Arete Wealth Advisors
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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
Q3 		$3.08M Sell
34,506
-3,088
-8% -$286K 0.19% 128
2026
Q2 		$3.56M Buy
37,594
+670
+2% +$63.4K 0.24% 101
2026
Q1 		$3.53M Sell
36,924
-40,078
-52% -$3.86M 0.26% 94
2025
Q4 		$7.4M Sell
77,002
-23,998
-24% -$2.32M 0.51% 54
2025
Q3 		$9.7M Sell
101,000
-58,456
-37% -$5.59M 0.71% 37
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 		$9.8M 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 		$25.3M 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 $348B AUM 26.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Arete Wealth Advisors's IEF Position: Q3 2026 in Review

Arete Wealth Advisors reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 8.2% in Q3 2026, selling an estimated $286K and leaving 34,506 shares worth $3.08M. The position accounts for 0.19% of the portfolio, ranked #128.

Arete Wealth Advisors first reported a position in IEF in Q4 2018 and has held it in 21 quarters since. The position peaked at $25.3M in Q4 2022. 887 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

  • Arete Wealth Advisors held 34,506 shares of iShares 7-10 Year Treasury Bond ETF worth $3.08M as of Q3 2026.
  • Arete Wealth Advisors sold 3,088 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $286K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.19% of Arete Wealth Advisors's portfolio in Q3 2026, its #128 holding.
  • Arete Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2018 and has held it in 21 quarters since.
  • Arete Wealth Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $25.3M in Q4 2022.
  • 887 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Arete Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.