Cetera Advisor Networks’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$593K	Buy	23,385 +7,451	+47%	+$189K	﹤0.01%	1813
2023 Q4	$406K	Sell	15,934 -12,814	-45%	-$322K	﹤0.01%	2038
2023 Q3	$713K	Sell	28,748 -7,277	-20%	-$182K	﹤0.01%	1509
2023 Q2	$907K	Buy	36,025 +19,287	+115%	+$487K	0.01%	1321
2023 Q1	$427K	Sell	16,738 -17,461	-51%	-$443K	﹤0.01%	1811
2022 Q4	$862K	Buy	34,199 +19,314	+130%	+$482K	0.01%	1260
2022 Q3	$367K	Hold	14,885	–	–	﹤0.01%	1480
2022 Q2	$377K	Hold	14,885	–	–	﹤0.01%	1472
2022 Q1	$380K	Hold	14,885	–	–	﹤0.01%	1481
2021 Q4	$400K	Hold	14,885	–	–	﹤0.01%	1421
2021 Q3	$400K	Buy	14,885 +1,317	+10%	+$35.6K	0.01%	1348
2021 Q2	$366K	Buy	+13,568	New	+$366K	0.01%	1367

Other funds holding IBMO

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

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

Cetera Advisor Networks increased its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 47% in Q1 2024, buying an estimated $189K and bringing the position to 23,385 shares worth $593K. The position accounts for ﹤0.01% of the portfolio, ranked #1813.

Cetera Advisor Networks first reported a position in IBMO in Q2 2021 and has held it in 12 quarters since. The position peaked at $907K in Q2 2023. 155 funds tracked by Wall St. Rank hold IBMO as of Q1 2024.

Cetera Advisor Networks held 23,385 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $593K as of Q1 2024.
Cetera Advisor Networks bought 7,451 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q1 2024, an estimated $189K.
iShares iBonds Dec 2026 Term Muni Bond ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1813 holding.
Cetera Advisor Networks first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q2 2021 and has held it in 12 quarters since.
Cetera Advisor Networks's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $907K in Q2 2023.
155 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q1 2024.

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