Cetera Advisor Networks’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$537K	Buy	22,556 +7,010	+45%	+$167K	﹤0.01%	1887
2023 Q4	$372K	Sell	15,546 -10,611	-41%	-$248K	﹤0.01%	2092
2023 Q3	$605K	Buy	26,157 +6,275	+32%	+$146K	﹤0.01%	1638
2023 Q2	$467K	Sell	19,882 -2,892	-13%	-$68.4K	﹤0.01%	1757
2023 Q1	$542K	Buy	22,774 +3,701	+19%	+$87.4K	﹤0.01%	1640
2022 Q4	$446K	Buy	19,073 +216	+1%	+$5.01K	﹤0.01%	1721
2022 Q3	$434K	Buy	18,857 +134	+0.7%	+$3.2K	0.01%	1376
2022 Q2	$447K	Buy	18,723 +107	+0.6%	+$2.58K	0.01%	1340
2022 Q1	$464K	Buy	18,616 +69	+0.4%	+$1.77K	0.01%	1340
2021 Q4	$493K	Buy	18,547 +2,008	+12%	+$53.5K	0.01%	1288
2021 Q3	$446K	Buy	+16,539	New	+$449K	0.01%	1289

Other funds holding IBDS

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

SRC

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

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

CAI

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Cetera Advisor Networks increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 45% in Q1 2024, buying an estimated $167K and bringing the position to 22,556 shares worth $537K. The position accounts for ﹤0.01% of the portfolio, ranked #1887.

Cetera Advisor Networks first reported a position in IBDS in Q3 2021 and has held it in 11 quarters since. The position peaked at $605K in Q3 2023. 301 funds tracked by Wall St. Rank hold IBDS as of Q1 2024.

Cetera Advisor Networks held 22,556 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $537K as of Q1 2024.
Cetera Advisor Networks bought 7,010 iShares iBonds Dec 2027 Term Corporate ETF shares in Q1 2024, an estimated $167K.
iShares iBonds Dec 2027 Term Corporate ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1887 holding.
Cetera Advisor Networks first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q3 2021 and has held it in 11 quarters since.
Cetera Advisor Networks's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $605K in Q3 2023.
301 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2024.

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