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

Cetera 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
2024 Q1	$12.3M	Buy	129,869 +70,676	+119%	+$6.7M	0.1%	204
2023 Q4	$5.71M	Buy	59,193 +10,330	+21%	+$955K	0.08%	239
2023 Q3	$4.48M	Buy	48,863 +5,920	+14%	+$558K	0.07%	271
2023 Q2	$4.15M	Sell	42,943 -110,084	-72%	-$10.8M	0.07%	279
2023 Q1	$15.2M	Buy	153,027 +102,000	+200%	+$9.97M	0.25%	89
2022 Q4	$4.89M	Buy	51,027 +31,424	+160%	+$3.02M	0.09%	240
2022 Q3	$1.88M	Buy	19,603 +2,706	+16%	+$275K	0.05%	372
2022 Q2	$1.73M	Buy	16,897 +1,273	+8%	+$131K	0.04%	426
2022 Q1	$1.68M	Sell	15,624 -38,489	-71%	-$4.27M	0.03%	453
2021 Q4	$6.22M	Sell	54,113 -43,949	-45%	-$5.05M	0.13%	170
2021 Q3	$11.3M	Buy	98,062 +28,039	+40%	+$3.28M	0.22%	95
2021 Q2	$8.09M	Sell	70,023 -1,623	-2%	-$186K	0.19%	113
2021 Q1	$8.09M	Sell	71,646 -29,991	-30%	-$3.49M	0.22%	103
2020 Q4	$12.2M	Buy	101,637 +35,257	+53%	+$4.24M	0.39%	54
2020 Q3	$8.09M	Buy	66,380 +450	+0.7%	+$54.9K	0.3%	66
2020 Q2	$8.04M	Sell	65,930 -29,085	-31%	-$3.53M	0.34%	55
2020 Q1	$11.5M	Buy	95,015 +4,912	+5%	+$565K	0.62%	23
2019 Q4	$9.94M	Buy	90,103 +6,645	+8%	+$741K	0.42%	42
2019 Q3	$9.38M	Buy	83,458 +12,708	+18%	+$1.42M	0.41%	45
2019 Q2	$7.78M	Buy	70,750 +4,458	+7%	+$478K	0.35%	58
2019 Q1	$7.07M	Buy	66,292 +14,530	+28%	+$1.52M	0.35%	56
2018 Q4	$5.38M	Sell	51,762 -1,326	-2%	-$134K	0.31%	74
2018 Q3	$5.37M	Sell	53,088 -5,392	-9%	-$550K	0.26%	89
2018 Q2	$5.99M	Sell	58,480 -319	-0.5%	-$32.5K	0.35%	61
2018 Q1	$6.06M	Sell	58,799 -4,346	-7%	-$448K	0.37%	64
2017 Q4	$6.67M	Buy	63,145 +5,376	+9%	+$570K	0.41%	54
2017 Q3	$6.15M	Buy	57,769 +1,041	+2%	+$112K	0.37%	59
2017 Q2	$6.04M	Buy	56,728 +787	+1%	+$84.1K	0.38%	56
2017 Q1	$5.9M	Sell	55,941 -2,745	-5%	-$288K	0.39%	55
2016 Q4	$6.14M	Sell	58,686 -24,900	-30%	-$2.67M	0.46%	46
2016 Q3	$9.36M	Sell	83,586 -28,140	-25%	-$3.15M	0.72%	24
2016 Q2	$12.6M	Buy	111,726 +30,705	+38%	+$3.4M	0.98%	15
2016 Q1	$8.94M	Buy	81,021 +51,603	+175%	+$5.63M	0.75%	22
2015 Q4	$3.11M	Sell	29,418 -2,832	-9%	-$302K	0.26%	94
2015 Q3	$3.48M	Sell	32,250 -5,262	-14%	-$559K	0.33%	64
2015 Q2	$3.94M	Buy	37,512 +14,595	+64%	+$1.55M	0.34%	72
2015 Q1	$2.49M	Buy	22,917 +12,150	+113%	+$1.31M	0.23%	106
2014 Q4	$1.14M	Buy	10,767 +3,191	+42%	+$337K	0.11%	214
2014 Q3	$785K	Buy	7,576 +1,478	+24%	+$153K	0.09%	275
2014 Q2	$632K	Buy	6,098 +3,008	+97%	+$309K	0.07%	304
2014 Q1	$316K	Buy	+3,090	New	+$314K	0.04%	392
2013 Q3	–	Sell	-2,162	Closed	-$222K	–	460
2013 Q2	$222K	Buy	+2,162	New	+$230K	0.05%	345