CAN
IBDP

Cetera Advisor Networks’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Cetera Advisor Networks’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-9,154
Closed -$228K – 2951
2023
Q4 		$228K Sell
9,154
-940
-9% -$23.3K ﹤0.01% 2435
2023
Q3 		$250K Buy
10,094
+421
+4% +$10.4K ﹤0.01% 2266
2023
Q2 		$238K Buy
+9,673
New +$238K ﹤0.01% 2233
2020
Q3 		– Sell
-4,313
Closed -$114K – 3117
2020
Q2 		$114K Buy
+4,313
New +$111K ﹤0.01% 1424

Other funds holding IBDP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Advisor Networks's IBDP Position: Q1 2024 in Review

Cetera Advisor Networks sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q1 2024, closing a stake of 9,154 shares — an estimated $228K sold.

Cetera Advisor Networks first reported a position in IBDP in Q2 2020 and held it in 4 quarters. The position peaked at $250K in Q3 2023. 360 funds tracked by Wall St. Rank hold IBDP as of Q1 2024.

  • Cetera Advisor Networks reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q1 2024 after selling out during the quarter.
  • Cetera Advisor Networks sold 9,154 iShares iBonds Dec 2024 Term Corporate ETF shares in Q1 2024, an estimated $228K.
  • Cetera Advisor Networks first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q2 2020 and held it in 4 quarters.
  • Cetera Advisor Networks's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $250K in Q3 2023.
  • 360 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.