Cerity Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $87.6M | Sell |
915,207
-90,813
| -9% | -$8.7M | 0.16% | 138 |
|
|
2025
Q1 | $95.9M | Buy |
1,006,020
+137,423
| +16% | +$13.1M | 0.19% | 109 |
|
|
2024
Q4 | $80.3M | Buy |
868,597
+94,504
| +12% | +$8.74M | 0.17% | 125 |
|
|
2024
Q3 | $76M | Buy |
774,093
+7,946
| +1% | +$780K | 0.17% | 137 |
|
|
2024
Q2 | $71.7M | Sell |
766,147
-11,156
| -1% | -$1.04M | 0.19% | 120 |
|
|
2024
Q1 | $73.5M | Sell |
777,303
-6,814
| -0.9% | -$644K | 0.19% | 114 |
|
|
2023
Q4 | $75.6M | Sell |
784,117
-24,146
| -3% | -$2.33M | 0.25% | 92 |
|
|
2023
Q3 | $74M | Sell |
808,263
-142,673
| -15% | -$13.1M | 0.36% | 74 |
|
|
2023
Q2 | $91.9M | Buy |
950,936
+800,305
| +531% | +$77.3M | 0.36% | 58 |
|
|
2023
Q1 | $14.9M | Buy |
150,631
+148,132
| +5,928% | +$14.7M | 0.04% | 290 |
|
|
2022
Q4 | $239K | Buy |
+2,499
| New | +$239K | ﹤0.01% | 1242 |
|
|
2022
Q3 | – | Sell |
-242,786
| Closed | -$24.8M | – | 1209 |
|
|
2022
Q2 | $24.8M | Sell |
242,786
-11,804
| -5% | -$1.21M | 0.27% | 74 |
|
|
2022
Q1 | $27.4M | Sell |
254,590
-4,915
| -2% | -$528K | 0.43% | 50 |
|
|
2021
Q4 | $29.8M | Buy |
259,505
+257,609
| +13,587% | +$29.6M | 0.45% | 49 |
|
|
2021
Q3 | $218K | Sell |
1,896
-493
| -21% | -$56.7K | ﹤0.01% | 631 |
|
|
2021
Q2 | $276K | Sell |
2,389
-548
| -19% | -$63.3K | 0.01% | 605 |
|
|
2021
Q1 | $332K | Sell |
2,937
-590
| -17% | -$66.7K | 0.01% | 530 |
|
|
2020
Q4 | $423K | Buy |
+3,527
| New | +$423K | 0.01% | 439 |
|