CAN
IBDO

Cetera Advisor Networks’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Cetera Advisor Networks’s Portfolio IBDO Stock Details IBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-10,010
Closed -$254K – 2899
2023
Q3 		$254K Sell
10,010
-180
-2% -$4.55K ﹤0.01% 2254
2023
Q2 		$258K Buy
10,190
+17
+0.2% +$429 ﹤0.01% 2188
2023
Q1 		$256K Buy
10,173
+178
+2% +$4.47K ﹤0.01% 2148
2022
Q4 		$250K Sell
9,995
-2,478
-20% -$61.9K ﹤0.01% 2113
2022
Q3 		$311K Buy
12,473
+370
+3% +$9.27K ﹤0.01% 1581
2022
Q2 		$304K Sell
12,103
-192
-2% -$4.83K ﹤0.01% 1618
2022
Q1 		$311K Buy
12,295
+10
+0.1% +$255 ﹤0.01% 1609
2021
Q4 		$315K Buy
12,285
+813
+7% +$21K ﹤0.01% 1576
2021
Q3 		$298K Buy
11,472
+17
+0.1% +$442 ﹤0.01% 1524
2021
Q2 		$299K Buy
11,455
+18
+0.2% +$470 ﹤0.01% 1506
2021
Q1 		$299K Buy
11,437
+1,022
+10% +$26.8K 0.01% 1142
2020
Q4 		$274K Hold
10,415
– – 0.01% 1095
2020
Q3 		$273K Buy
10,415
+2,800
+37% +$73.5K 0.01% 981
2020
Q2 		$200K Buy
+7,615
New +$196K 0.01% 1125
2018
Q3 		– Hold
0
– – – 1047

Other funds holding IBDO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Cetera Advisor Networks's IBDO Position: Q4 2023 in Review

Cetera Advisor Networks sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 10,010 shares — an estimated $254K sold.

Cetera Advisor Networks first reported a position in IBDO in Q2 2020 and held it in 14 quarters. The position peaked at $315K in Q4 2021. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Cetera Advisor Networks reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Cetera Advisor Networks sold 10,010 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $254K.
  • Cetera Advisor Networks first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q2 2020 and held it in 14 quarters.
  • Cetera Advisor Networks's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $315K in Q4 2021.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Cetera Advisor Networks's 13F filing for Q4 2023, filed 13 Feb 2024.