Cetera Advisor Networks’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-19,544	Closed	-$437K	–	2638
2022 Q4	$437K	Sell	19,544 -365	-2%	-$8.15K	﹤0.01%	1742
2022 Q3	$435K	Sell	19,909 -2,137	-10%	-$48.4K	0.01%	1375
2022 Q2	$489K	Buy	+22,046	New	+$514K	0.01%	1291

Other funds holding IBHF

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

RSWM

Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return

ACM

Absolute Capital Management Pittsburgh, Pennsylvania $301M AUM 21.67% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SWP

Summit Wealth Partners Orlando, Florida $632M AUM 9.71% 1-Year Est. Return

Cetera Advisor Networks's IBHF Position: Q1 2023 in Review

Cetera Advisor Networks sold out of iShares iBonds 2026 Term High Yield and Income ETF (IBHF) in Q1 2023, closing a stake of 19,544 shares — an estimated $437K sold.

Cetera Advisor Networks first reported a position in IBHF in Q2 2022 and held it in 3 quarters. The position peaked at $489K in Q2 2022. 38 funds tracked by Wall St. Rank hold IBHF as of Q1 2023.

Cetera Advisor Networks reported no remaining iShares iBonds 2026 Term High Yield and Income ETF position as of Q1 2023 after selling out during the quarter.
Cetera Advisor Networks sold 19,544 iShares iBonds 2026 Term High Yield and Income ETF shares in Q1 2023, an estimated $437K.
Cetera Advisor Networks first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q2 2022 and held it in 3 quarters.
Cetera Advisor Networks's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $489K in Q2 2022.
38 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q1 2023.

Based on Cetera Advisor Networks's 13F filing for Q1 2023, filed 15 May 2023.