Cetera Advisor Networks’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$358K	Buy	13,809 +866	+7%	+$22.5K	﹤0.01%	2154
2023 Q4	$336K	Sell	12,943 -20,176	-61%	-$520K	﹤0.01%	2165
2023 Q3	$851K	Sell	33,119 -7,190	-18%	-$185K	0.01%	1386
2023 Q2	$1.04M	Sell	40,309 -654,607	-94%	-$16.8M	0.01%	1243
2023 Q1	$18M	Sell	694,916 -96,295	-12%	-$2.48M	0.13%	180
2022 Q4	$20.4M	Buy	791,211 +21,438	+3%	+$550K	0.17%	141
2022 Q3	$19.6M	Buy	769,773 +117,843	+18%	+$3.05M	0.24%	93
2022 Q2	$16.9M	Buy	651,930 +65,814	+11%	+$1.7M	0.22%	104
2022 Q1	$15.2M	Buy	+586,116	New	+$15.5M	0.18%	110

Other funds holding IBMM

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

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

Cetera Advisor Networks increased its iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) stake by 6.7% in Q1 2024, buying an estimated $22.5K and bringing the position to 13,809 shares worth $358K. The position accounts for ﹤0.01% of the portfolio, ranked #2154.

Cetera Advisor Networks first reported a position in IBMM in Q1 2022 and has held it in 9 quarters since. The position peaked at $20.4M in Q4 2022. 161 funds tracked by Wall St. Rank hold IBMM as of Q1 2024.

Cetera Advisor Networks held 13,809 shares of iShares iBonds Dec 2024 Term Muni Bond ETF worth $358K as of Q1 2024.
Cetera Advisor Networks bought 866 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q1 2024, an estimated $22.5K.
iShares iBonds Dec 2024 Term Muni Bond ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2154 holding.
Cetera Advisor Networks first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q1 2022 and has held it in 9 quarters since.
Cetera Advisor Networks's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $20.4M in Q4 2022.
161 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q1 2024.

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