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

Cetera Investment Advisers’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
2026
Q1 		$135M Buy
1,415,268
+275,814
+24% +$26.5M 0.14% 127
2025
Q4 		$110M Sell
1,139,454
-5,905
-0.5% -$571K 0.12% 159
2025
Q3 		$110M Buy
1,145,359
+293,126
+34% +$28M 0.13% 144
2025
Q2 		$81.6M Sell
852,233
-43,800
-5% -$4.14M 0.14% 148
2025
Q1 		$85.5M Buy
896,033
+197,013
+28% +$18.4M 0.17% 121
2024
Q4 		$64.6M Buy
699,020
+92,020
+15% +$8.69M 0.14% 153
2024
Q3 		$59.6M Buy
607,000
+82,023
+16% +$7.93M 0.13% 158
2024
Q2 		$49.2M Buy
524,977
+13,721
+3% +$1.27M 0.11% 167
2024
Q1 		$48.4M Buy
511,256
+344,568
+207% +$32.7M 0.11% 174
2023
Q4 		$16.1M Buy
166,688
+14,136
+9% +$1.31M 0.13% 148
2023
Q3 		$14M Buy
152,552
+18,527
+14% +$1.75M 0.12% 160
2023
Q2 		$12.9M Sell
134,025
-190,175
-59% -$18.7M 0.11% 172
2023
Q1 		$32.1M Buy
324,200
+163,857
+102% +$16M 0.28% 61
2022
Q4 		$15.4M Buy
160,343
+90,060
+128% +$8.65M 0.14% 139
2022
Q3 		$6.75M Sell
70,283
-19,870
-22% -$2.02M 0.13% 159
2022
Q2 		$9.22M Buy
90,153
+4,183
+5% +$429K 0.15% 143
2022
Q1 		$9.24M Sell
85,970
-21,148
-20% -$2.35M 0.13% 158
2021
Q4 		$12.3M Sell
107,118
-11,523
-10% -$1.32M 0.18% 127
2021
Q3 		$13.7M Sell
118,641
-26,393
-18% -$3.09M 0.22% 101
2021
Q2 		$16.8M Buy
145,034
+4,283
+3% +$490K 0.27% 77
2021
Q1 		$15.9M Sell
140,751
-75,474
-35% -$8.79M 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% -$84.4K 0.07% 279
2020
Q2 		$963K Buy
7,905
+2,300
+41% +$279K 0.09% 242
2020
Q1 		$681K Sell
5,605
-475
-8% -$54.7K 0.08% 246
2019
Q4 		$674K Sell
6,080
-4,018
-40% -$448K 0.07% 283
2019
Q3 		$1.14M Buy
10,098
+823
+9% +$91.8K 0.14% 167
2019
Q2 		$1.02M Buy
9,275
+6,247
+206% +$670K 0.13% 174
2019
Q1 		$325K Buy
+3,028
New +$317K 0.05% 362
2018
Q2 		– Sell
-3,225
Closed -$330K – 433
2018
Q1 		$330K Sell
3,225
-2,765
-46% -$285K 0.06% 294
2017
Q4 		$632K Sell
5,990
-38
-0.6% -$4.03K 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% +$7.67K 0.14% 188
2016
Q4 		$503K Buy
4,808
+2,547
+113% +$274K 0.17% 163
2016
Q3 		$252K Buy
+2,261
New +$253K 0.11% 220
2016
Q2 		– Sell
-2,620
Closed -$289K – 303
2016
Q1 		$289K Buy
+2,620
New +$286K 0.13% 204

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Cetera Investment Advisers's IEF Position: Q1 2026 in Review

Cetera Investment Advisers increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 24% in Q1 2026, buying an estimated $26.5M and bringing the position to 1,415,268 shares worth $135M. The position accounts for 0.14% of the portfolio, ranked #127.

Cetera Investment Advisers first reported a position in IEF in Q1 2016 and has held it in 37 quarters since. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Cetera Investment Advisers held 1,415,268 shares of iShares 7-10 Year Treasury Bond ETF worth $135M as of Q1 2026.
  • Cetera Investment Advisers bought 275,814 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $26.5M.
  • iShares 7-10 Year Treasury Bond ETF made up 0.14% of Cetera Investment Advisers's portfolio in Q1 2026, its #127 holding.
  • Cetera Investment Advisers first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2016 and has held it in 37 quarters since.
  • 1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.