Cetera Advisor Networks’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$597K	Buy	22,562 +884	+4%	+$23.4K	﹤0.01%	1806
2023 Q4	$575K	Sell	21,678 -19,827	-48%	-$521K	﹤0.01%	1762
2023 Q3	$1.08M	Buy	41,505 +1,233	+3%	+$32.4K	0.01%	1230
2023 Q2	$1.06M	Buy	40,272 +19,288	+92%	+$508K	0.01%	1231
2023 Q1	$558K	Sell	20,984 -18,567	-47%	-$492K	﹤0.01%	1625
2022 Q4	$1.04M	Buy	39,551 +25,354	+179%	+$664K	0.01%	1170
2022 Q3	$368K	Hold	14,197	–	–	﹤0.01%	1478
2022 Q2	$378K	Hold	14,197	–	–	﹤0.01%	1470
2022 Q1	$378K	Hold	14,197	–	–	﹤0.01%	1484
2021 Q4	$396K	Sell	14,197 -2,726	-16%	-$76K	﹤0.01%	1427
2021 Q3	$473K	Buy	16,923 +1,255	+8%	+$35.2K	0.01%	1257
2021 Q2	$439K	Buy	+15,668	New	+$439K	0.01%	1255

Other funds holding IBMN

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

KCM

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Cetera Advisor Networks increased its iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) stake by 4.1% in Q1 2024, buying an estimated $23.4K and bringing the position to 22,562 shares worth $597K. The position accounts for ﹤0.01% of the portfolio, ranked #1806.

Cetera Advisor Networks first reported a position in IBMN in Q2 2021 and has held it in 12 quarters since. The position peaked at $1.08M in Q3 2023. 151 funds tracked by Wall St. Rank hold IBMN as of Q1 2024.

Cetera Advisor Networks held 22,562 shares of iShares iBonds Dec 2025 Term Muni Bond ETF worth $597K as of Q1 2024.
Cetera Advisor Networks bought 884 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q1 2024, an estimated $23.4K.
iShares iBonds Dec 2025 Term Muni Bond ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1806 holding.
Cetera Advisor Networks first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q2 2021 and has held it in 12 quarters since.
Cetera Advisor Networks's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $1.08M in Q3 2023.
151 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q1 2024.

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