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

Cetera Investment Management’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
2017 Q3	–	Sell	-18,946	Closed	-$2.02M	–	33
2017 Q2	$2.02M	Sell	18,946 -2,613	-12%	-$279K	2.56%	7
2017 Q1	$2.28M	Buy	21,559 +7,156	+50%	+$752K	2.61%	6
2016 Q4	$1.51M	Buy	14,403 +2,607	+22%	+$280K	1.13%	21
2016 Q3	$1.32M	Sell	11,796 -1,370	-10%	-$154K	0.85%	31
2016 Q2	$1.49M	Sell	13,166 -3,079	-19%	-$341K	0.88%	33
2016 Q1	$1.79M	Sell	16,245 -12,306	-43%	-$1.34M	0.93%	30
2015 Q4	$3.02M	Buy	+28,551	New	+$3.04M	1.22%	22

Other funds holding IEF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MIH

Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Management's IEF Position: Q3 2017 in Review

Cetera Investment Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2017, closing a stake of 18,946 shares — an estimated $2.02M sold.

Cetera Investment Management first reported a position in IEF in Q4 2015 and held it in 7 quarters. The position peaked at $3.02M in Q4 2015. 363 funds tracked by Wall St. Rank hold IEF as of Q3 2017.

Cetera Investment Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2017 after selling out during the quarter.
Cetera Investment Management sold 18,946 iShares 7-10 Year Treasury Bond ETF shares in Q3 2017, an estimated $2.02M.
Cetera Investment Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2015 and held it in 7 quarters.
Cetera Investment Management's iShares 7-10 Year Treasury Bond ETF position peaked at $3.02M in Q4 2015.
363 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2017.

Based on Cetera Investment Management's 13F filing for Q3 2017.