Cetera Advisor Networks’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-24,070	Closed	-$614K	–	2902
2023 Q3	$614K	Sell	24,070 -3,016	-11%	-$76.9K	﹤0.01%	1630
2023 Q2	$690K	Buy	27,086 +14,012	+107%	+$356K	﹤0.01%	1506
2023 Q1	$332K	Sell	13,074 -19,144	-59%	-$486K	﹤0.01%	1984
2022 Q4	$817K	Buy	+32,218	New	+$815K	0.01%	1294

Other funds holding IBML

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

SRC

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

Cetera Advisor Networks's IBML Position: Q4 2023 in Review

Cetera Advisor Networks sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 24,070 shares — an estimated $614K sold.

Cetera Advisor Networks first reported a position in IBML in Q4 2022 and held it in 4 quarters. The position peaked at $817K in Q4 2022. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

Cetera Advisor Networks reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
Cetera Advisor Networks sold 24,070 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $614K.
Cetera Advisor Networks first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q4 2022 and held it in 4 quarters.
Cetera Advisor Networks's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $817K in Q4 2022.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2023.

Based on Cetera Advisor Networks's 13F filing for Q4 2023, filed 13 Feb 2024.