Cerity Partners OCIO’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $247M | Sell |
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|
2025
Q1 | $274M | Buy |
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|
2024
Q4 | $228M | Buy |
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|
2024
Q3 | $240M | Buy |
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|
2024
Q2 | $226M | Buy |
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|
2022
Q4 | $76.9M | Sell |
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|
2022
Q3 | $82.4M | Buy |
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|
2022
Q2 | $66.6M | Sell |
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|
2022
Q1 | $113M | Sell |
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|
2021
Q4 | $123M | Buy |
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|
2021
Q3 | $112M | Buy |
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|
2021
Q2 | $105M | Buy |
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|
2021
Q1 | $99M | Buy |
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|
2020
Q4 | $99.7M | Buy |
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|
2020
Q3 | $89.4M | Buy |
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|
2020
Q2 | $77.1M | Buy |
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|
2020
Q1 | $69.5M | Buy |
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|
2019
Q4 | $63.1M | Sell |
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|
2019
Q3 | $65.9M | Buy |
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|
2019
Q2 | $62.9M | Buy |
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|
2019
Q1 | $49.9M | Sell |
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|
2018
Q4 | $51.6M | Buy |
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|
2018
Q3 | $48.6M | Buy |
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|
2018
Q2 | $47.7M | Buy |
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|
2018
Q1 | $47.6M | Sell |
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|
2017
Q4 | $60.9M | Buy |
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|
2017
Q3 | $60.5M | Buy |
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|
2017
Q2 | $37.3M | Buy |
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|
2017
Q1 | $34.8M | Buy |
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|
2016
Q4 | $31.5M | Buy |
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|
2016
Q3 | $32.6M | Buy |
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|
2016
Q2 | $32.6M | Sell |
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|
2016
Q1 | $33.8M | Buy |
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|
2015
Q4 | $4.46M | Buy |
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|
2015
Q3 | $4.07M | Buy |
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|
2015
Q2 | $3.4M | Buy |
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|
2015
Q1 | $2.76M | Buy |
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|
2014
Q4 | $1.97M | Buy |
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|
2014
Q3 | $556K | Buy |
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|
2014
Q2 | $423K | Buy |
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