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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

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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return