Cetera Advisor Networks’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$526K	Buy	22,038 +6,970	+46%	+$166K	﹤0.01%	1903
2023 Q4	$360K	Sell	15,068 -1,507	-9%	-$35.4K	﹤0.01%	2111
2023 Q3	$387K	Buy	16,575 +3,609	+28%	+$84.5K	﹤0.01%	1962
2023 Q2	$304K	Buy	12,966 +2,827	+28%	+$66.8K	﹤0.01%	2074
2023 Q1	$241K	Buy	10,139 +310	+3%	+$7.3K	﹤0.01%	2195
2022 Q4	$230K	Buy	+9,829	New	+$228K	﹤0.01%	2183
2020 Q3	–	Sell	-6,511	Closed	-$174K	–	2037
2020 Q2	$174K	Buy	+6,511	New	+$168K	﹤0.01%	1199

Other funds holding IBDR

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

CAI

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

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

Cetera Advisor Networks increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 46% in Q1 2024, buying an estimated $166K and bringing the position to 22,038 shares worth $526K. The position accounts for ﹤0.01% of the portfolio, ranked #1903.

Cetera Advisor Networks first reported a position in IBDR in Q2 2020 and has held it in 7 quarters since. 315 funds tracked by Wall St. Rank hold IBDR as of Q1 2024.

Cetera Advisor Networks held 22,038 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $526K as of Q1 2024.
Cetera Advisor Networks bought 6,970 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2024, an estimated $166K.
iShares iBonds Dec 2026 Term Corporate ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1903 holding.
Cetera Advisor Networks first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2020 and has held it in 7 quarters since.
315 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2024.

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