Cetera Investment Advisers’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $81.6M | Sell |
852,233
-43,800
| -5% | -$4.19M | 0.14% | 148 |
|
2025
Q1 | $85.5M | Buy |
896,033
+197,013
| +28% | +$18.8M | 0.17% | 121 |
|
2024
Q4 | $64.6M | Buy |
699,020
+92,020
| +15% | +$8.51M | 0.14% | 153 |
|
2024
Q3 | $59.6M | Buy |
607,000
+82,023
| +16% | +$8.05M | 0.13% | 158 |
|
2024
Q2 | $49.2M | Buy |
524,977
+13,721
| +3% | +$1.28M | 0.11% | 167 |
|
2024
Q1 | $48.4M | Buy |
511,256
+344,568
| +207% | +$32.6M | 0.11% | 174 |
|
2023
Q4 | $16.1M | Buy |
166,688
+14,136
| +9% | +$1.36M | 0.13% | 148 |
|
2023
Q3 | $14M | Buy |
152,552
+18,527
| +14% | +$1.7M | 0.12% | 160 |
|
2023
Q2 | $12.9M | Sell |
134,025
-190,175
| -59% | -$18.4M | 0.11% | 172 |
|
2023
Q1 | $32.1M | Buy |
324,200
+163,857
| +102% | +$16.2M | 0.28% | 61 |
|
2022
Q4 | $15.4M | Buy |
160,343
+90,060
| +128% | +$8.63M | 0.14% | 139 |
|
2022
Q3 | $6.75M | Sell |
70,283
-19,870
| -22% | -$1.91M | 0.13% | 159 |
|
2022
Q2 | $9.22M | Buy |
90,153
+4,183
| +5% | +$428K | 0.15% | 143 |
|
2022
Q1 | $9.24M | Sell |
85,970
-21,148
| -20% | -$2.27M | 0.13% | 158 |
|
2021
Q4 | $12.3M | Sell |
107,118
-11,523
| -10% | -$1.33M | 0.18% | 127 |
|
2021
Q3 | $13.7M | Sell |
118,641
-26,393
| -18% | -$3.04M | 0.22% | 101 |
|
2021
Q2 | $16.8M | Buy |
145,034
+4,283
| +3% | +$495K | 0.27% | 77 |
|
2021
Q1 | $15.9M | Sell |
140,751
-75,474
| -35% | -$8.52M | 0.31% | 64 |
|
2020
Q4 | $25.9M | Buy |
216,225
+209,012
| +2,898% | +$25.1M | 0.51% | 29 |
|
2020
Q3 | $879K | Sell |
7,213
-692
| -9% | -$84.3K | 0.07% | 279 |
|
2020
Q2 | $963K | Buy |
7,905
+2,300
| +41% | +$280K | 0.09% | 242 |
|
2020
Q1 | $681K | Sell |
5,605
-475
| -8% | -$57.7K | 0.08% | 246 |
|
2019
Q4 | $674K | Sell |
6,080
-4,018
| -40% | -$445K | 0.07% | 283 |
|
2019
Q3 | $1.14M | Buy |
10,098
+823
| +9% | +$92.8K | 0.14% | 167 |
|
2019
Q2 | $1.02M | Buy |
9,275
+6,247
| +206% | +$689K | 0.13% | 174 |
|
2019
Q1 | $325K | Buy |
+3,028
| New | +$325K | 0.05% | 362 |
|
2018
Q2 | – | Sell |
-3,225
| Closed | -$330K | – | 432 |
|
2018
Q1 | $330K | Sell |
3,225
-2,765
| -46% | -$283K | 0.06% | 294 |
|
2017
Q4 | $632K | Sell |
5,990
-38
| -0.6% | -$4.01K | 0.12% | 208 |
|
2017
Q3 | $644K | Buy |
6,028
+198
| +3% | +$21.2K | 0.14% | 189 |
|
2017
Q2 | $622K | Buy |
5,830
+949
| +19% | +$101K | 0.15% | 176 |
|
2017
Q1 | $515K | Buy |
4,881
+73
| +2% | +$7.7K | 0.14% | 188 |
|
2016
Q4 | $503K | Buy |
4,808
+2,547
| +113% | +$266K | 0.17% | 163 |
|
2016
Q3 | $252K | Buy |
+2,261
| New | +$252K | 0.11% | 220 |
|
2016
Q2 | – | Sell |
-2,620
| Closed | -$289K | – | 302 |
|
2016
Q1 | $289K | Buy |
+2,620
| New | +$289K | 0.13% | 204 |
|