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Cetera Advisor Networks’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Cetera Advisor Networks’s Portfolio IEI Stock Details IEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$3.9M Buy
33,646
+1,215
+4% +$141K 0.02% 727
2023
Q4 		$3.8M Sell
32,431
-124,828
-79% -$14.2M 0.02% 695
2023
Q3 		$17.8M Sell
157,259
-112,977
-42% -$12.9M 0.11% 188
2023
Q2 		$31.1M Buy
270,236
+55,433
+26% +$6.49M 0.22% 99
2023
Q1 		$25.3M Buy
214,803
+9,150
+4% +$1.06M 0.19% 118
2022
Q4 		$23.6M Buy
205,653
+187,677
+1,044% +$21.5M 0.19% 120
2022
Q3 		$2.05M Sell
17,976
-415
-2% -$49.1K 0.03% 579
2022
Q2 		$2.19M Sell
18,391
-950
-5% -$114K 0.03% 556
2022
Q1 		$2.36M Sell
19,341
-66,947
-78% -$8.4M 0.03% 558
2021
Q4 		$11.1M Buy
86,288
+1,036
+1% +$134K 0.14% 161
2021
Q3 		$11.1M Sell
85,252
-42,309
-33% -$5.55M 0.15% 146
2021
Q2 		$16.6M Buy
127,561
+46,435
+57% +$6.06M 0.23% 91
2021
Q1 		$10.5M Buy
81,126
+42,687
+111% +$5.62M 0.22% 115
2020
Q4 		$5.11M Buy
38,439
+19,070
+98% +$2.54M 0.12% 174
2020
Q3 		$2.59M Sell
19,369
-20,114
-51% -$2.69M 0.07% 255
2020
Q2 		$5.28M Buy
39,483
+25,908
+191% +$3.45M 0.14% 151
2020
Q1 		$1.81M Buy
13,575
+1,009
+8% +$130K 0.06% 272
2019
Q4 		$1.58M Buy
12,566
+2,997
+31% +$378K 0.04% 353
2019
Q3 		$1.21M Sell
9,569
-249
-3% -$31.5K 0.04% 417
2019
Q2 		$1.23M Buy
9,818
+5,202
+113% +$643K 0.04% 388
2019
Q1 		$568K Buy
4,616
+22
+0.5% +$2.68K 0.02% 621
2018
Q4 		$560K Buy
4,594
+321
+8% +$38.3K 0.02% 546
2018
Q3 		$513K Buy
4,273
+638
+18% +$76.3K 0.02% 623
2018
Q2 		$440K Sell
3,635
-66
-2% -$7.89K 0.02% 515
2018
Q1 		$448K Sell
3,701
-206
-5% -$24.8K 0.02% 531
2017
Q4 		$476K Sell
3,907
-483
-11% -$59.3K 0.02% 590
2017
Q3 		$538K Buy
4,390
+8
+0.2% +$992 0.02% 507
2017
Q2 		$536K Sell
4,382
-862
-16% -$107K 0.03% 497
2017
Q1 		$640K Buy
5,244
+1,145
+28% +$140K 0.03% 433
2016
Q4 		$500K Buy
4,099
+1,398
+52% +$173K 0.03% 483
2016
Q3 		$342K Buy
2,701
+392
+17% +$49.6K 0.01% 710
2016
Q2 		$294K Sell
2,309
-51
-2% -$6.42K 0.02% 633
2016
Q1 		$298K Buy
+2,360
New +$295K 0.02% 616
2015
Q4 		– Sell
-2,881
Closed -$359K – 839
2015
Q3 		$359K Sell
2,881
-17
-0.6% -$2.1K 0.02% 522
2015
Q2 		$358K Hold
2,898
– – 0.02% 558
2015
Q1 		$358K Sell
2,898
-62
-2% -$7.66K 0.02% 562
2014
Q4 		$363K Sell
2,960
-7
-0.2% -$857 0.03% 536
2014
Q3 		$361K Sell
2,967
-438
-13% -$53.2K 0.02% 546
2014
Q2 		$414K Buy
3,405
+2
+0.1% +$243 0.03% 517
2014
Q1 		$413K Buy
3,403
+81
+2% +$9.8K 0.03% 501
2013
Q4 		$400K Sell
3,322
-535
-14% -$64.9K 0.03% 472
2013
Q3 		$469K Buy
3,857
+53
+1% +$6.38K 0.04% 370
2013
Q2 		$461K Buy
+3,804
New +$468K 0.05% 334

Other funds holding IEI

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Cetera Advisor Networks's IEI Position: Q1 2024 in Review

Cetera Advisor Networks increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 3.7% in Q1 2024, buying an estimated $141K and bringing the position to 33,646 shares worth $3.9M. The position accounts for 0.02% of the portfolio, ranked #727.

Cetera Advisor Networks first reported a position in IEI in Q2 2013 and has held it in 43 quarters since. The position peaked at $31.1M in Q2 2023. 669 funds tracked by Wall St. Rank hold IEI as of Q1 2024.

  • Cetera Advisor Networks held 33,646 shares of iShares 3-7 Year Treasury Bond ETF worth $3.9M as of Q1 2024.
  • Cetera Advisor Networks bought 1,215 iShares 3-7 Year Treasury Bond ETF shares in Q1 2024, an estimated $141K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.02% of Cetera Advisor Networks's portfolio in Q1 2024, its #727 holding.
  • Cetera Advisor Networks first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2013 and has held it in 43 quarters since.
  • Cetera Advisor Networks's iShares 3-7 Year Treasury Bond ETF position peaked at $31.1M in Q2 2023.
  • 669 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.