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 |
|