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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$12.3M Buy
129,869
+70,676
+119% +$6.69M 0.1% 204
2023
Q4
$5.71M Buy
59,193
+10,330
+21% +$996K 0.08% 239
2023
Q3
$4.48M Buy
48,863
+5,920
+14% +$542K 0.07% 271
2023
Q2
$4.15M Sell
42,943
-110,084
-72% -$10.6M 0.07% 279
2023
Q1
$15.2M Buy
153,027
+102,000
+200% +$10.1M 0.25% 89
2022
Q4
$4.89M Buy
51,027
+31,424
+160% +$3.01M 0.09% 240
2022
Q3
$1.88M Buy
19,603
+2,706
+16% +$260K 0.05% 372
2022
Q2
$1.73M Buy
16,897
+1,273
+8% +$130K 0.04% 426
2022
Q1
$1.68M Sell
15,624
-38,489
-71% -$4.14M 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% +$3.23M 0.22% 95
2021
Q2
$8.09M Sell
70,023
-1,623
-2% -$187K 0.19% 113
2021
Q1
$8.09M Sell
71,646
-29,991
-30% -$3.39M 0.22% 103
2020
Q4
$12.2M Buy
101,637
+35,257
+53% +$4.23M 0.39% 54
2020
Q3
$8.09M Buy
66,380
+450
+0.7% +$54.8K 0.3% 66
2020
Q2
$8.04M Sell
65,930
-29,085
-31% -$3.54M 0.34% 55
2020
Q1
$11.5M Buy
95,015
+4,912
+5% +$597K 0.62% 23
2019
Q4
$9.94M Buy
90,103
+6,645
+8% +$733K 0.42% 42
2019
Q3
$9.38M Buy
83,458
+12,708
+18% +$1.43M 0.41% 45
2019
Q2
$7.78M Buy
70,750
+4,458
+7% +$490K 0.35% 58
2019
Q1
$7.07M Buy
66,292
+14,530
+28% +$1.55M 0.35% 56
2018
Q4
$5.39M Sell
51,762
-1,326
-2% -$138K 0.31% 74
2018
Q3
$5.37M Sell
53,088
-5,392
-9% -$546K 0.26% 89
2018
Q2
$5.99M Sell
58,480
-319
-0.5% -$32.7K 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% +$568K 0.41% 54
2017
Q3
$6.15M Buy
57,769
+1,041
+2% +$111K 0.37% 59
2017
Q2
$6.05M Buy
56,728
+787
+1% +$83.9K 0.38% 56
2017
Q1
$5.9M Sell
55,941
-2,745
-5% -$290K 0.39% 55
2016
Q4
$6.14M Sell
58,686
-24,900
-30% -$2.61M 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% +$3.47M 0.98% 15
2016
Q1
$8.94M Buy
81,021
+51,603
+175% +$5.69M 0.75% 22
2015
Q4
$3.11M Sell
29,418
-2,832
-9% -$299K 0.26% 94
2015
Q3
$3.49M Sell
32,250
-5,262
-14% -$569K 0.33% 64
2015
Q2
$3.95M Buy
37,512
+14,595
+64% +$1.53M 0.34% 72
2015
Q1
$2.49M Buy
22,917
+12,150
+113% +$1.32M 0.23% 106
2014
Q4
$1.14M Buy
10,767
+3,191
+42% +$339K 0.11% 214
2014
Q3
$785K Buy
7,576
+1,478
+24% +$153K 0.06% 270
2014
Q2
$632K Buy
6,098
+3,008
+97% +$312K 0.07% 304
2014
Q1
$316K Buy
+3,090
New +$316K 0.04% 392
2013
Q3
Sell
-2,162
Closed -$222K 458
2013
Q2
$222K Buy
+2,162
New +$222K 0.05% 345