Cetera Advisor Networks’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Cetera Advisor Networks’s Portfolio IBDQ Stock Details IBDQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$1.12M	Buy	45,202 +9,218	+26%	+$228K	0.01%	1382
2023 Q4	$891K	Buy	35,984 +2,268	+7%	+$55.6K	0.01%	1445
2023 Q3	$822K	Buy	33,716 +12,924	+62%	+$315K	0.01%	1410
2023 Q2	$507K	Buy	20,792 +1,747	+9%	+$42.8K	﹤0.01%	1703
2023 Q1	$467K	Buy	19,045 +2,729	+17%	+$66.7K	﹤0.01%	1737
2022 Q4	$397K	Buy	+16,316	New	+$395K	﹤0.01%	1810
2020 Q3	–	Sell	-4,744	Closed	-$128K	–	2036
2020 Q2	$128K	Buy	+4,744	New	+$125K	﹤0.01%	1366

Other funds holding IBDQ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Cetera Advisor Networks increased its iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) stake by 26% in Q1 2024, buying an estimated $228K and bringing the position to 45,202 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #1382.

Cetera Advisor Networks first reported a position in IBDQ in Q2 2020 and has held it in 7 quarters since. 347 funds tracked by Wall St. Rank hold IBDQ as of Q1 2024.

Cetera Advisor Networks held 45,202 shares of iShares iBonds Dec 2025 Term Corporate ETF worth $1.12M as of Q1 2024.
Cetera Advisor Networks bought 9,218 iShares iBonds Dec 2025 Term Corporate ETF shares in Q1 2024, an estimated $228K.
iShares iBonds Dec 2025 Term Corporate ETF made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1382 holding.
Cetera Advisor Networks first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q2 2020 and has held it in 7 quarters since.
347 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q1 2024.

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