Cetera Advisor Networks’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$488K	Buy	19,611 +10,117	+107%	+$252K	﹤0.01%	1954
2023 Q4	$238K	Sell	9,494 -8,629	-48%	-$210K	﹤0.01%	2401
2023 Q3	$435K	Buy	18,123 +5,093	+39%	+$124K	﹤0.01%	1866
2023 Q2	$319K	Hold	13,030	–	–	﹤0.01%	2038
2023 Q1	$325K	Buy	13,030 +625	+5%	+$15.4K	﹤0.01%	2004
2022 Q4	$301K	Buy	12,405 +1,650	+15%	+$39.8K	﹤0.01%	1988
2022 Q3	$256K	Hold	10,755	–	–	﹤0.01%	1706
2022 Q2	$268K	Hold	10,755	–	–	﹤0.01%	1673
2022 Q1	$283K	Hold	10,755	–	–	﹤0.01%	1664
2021 Q4	$304K	Buy	10,755 +1,755	+20%	+$49.9K	﹤0.01%	1595
2021 Q3	$258K	Buy	+9,000	New	+$261K	﹤0.01%	1635

Other funds holding IBDT

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

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

CAI

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

CIA

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 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

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

WIC

Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return

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

Cetera Advisor Networks increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 107% in Q1 2024, buying an estimated $252K and bringing the position to 19,611 shares worth $488K. The position accounts for ﹤0.01% of the portfolio, ranked #1954.

Cetera Advisor Networks first reported a position in IBDT in Q3 2021 and has held it in 11 quarters since. 263 funds tracked by Wall St. Rank hold IBDT as of Q1 2024.

Cetera Advisor Networks held 19,611 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $488K as of Q1 2024.
Cetera Advisor Networks bought 10,117 iShares iBonds Dec 2028 Term Corporate ETF shares in Q1 2024, an estimated $252K.
iShares iBonds Dec 2028 Term Corporate ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1954 holding.
Cetera Advisor Networks first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q3 2021 and has held it in 11 quarters since.
263 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q1 2024.

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