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Cetera Advisor Networks’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Cetera Advisor Networks’s Portfolio IBMP Stock Details IBMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$215K Buy
+8,554
New +$216K ﹤0.01% 2535
2023
Q4 		– Sell
-12,899
Closed -$316K – 2826
2023
Q3 		$316K Sell
12,899
-7,280
-36% -$181K ﹤0.01% 2117
2023
Q2 		$506K Buy
+20,179
New +$508K ﹤0.01% 1707
2023
Q1 		– Sell
-19,442
Closed -$488K – 2639
2022
Q4 		$488K Buy
+19,442
New +$481K ﹤0.01% 1663

Other funds holding IBMP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Cetera Advisor Networks opened a new position in iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q1 2024: 8,554 shares worth $215K. The stake represents ﹤0.01% of the portfolio and ranks #2535 among its holdings. This is a return to the name: Cetera Advisor Networks previously reported a position in IBMP as recently as Q3 2023.

Cetera Advisor Networks first reported a position in IBMP in Q4 2022 and has held it in 4 quarters since. The position peaked at $506K in Q2 2023. 122 funds tracked by Wall St. Rank hold IBMP as of Q1 2024.

  • Cetera Advisor Networks held 8,554 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $215K as of Q1 2024.
  • iShares iBonds Dec 2027 Term Muni Bond ETF was a new Cetera Advisor Networks position in Q1 2024.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2535 holding.
  • Cetera Advisor Networks first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q4 2022 and has held it in 4 quarters since.
  • Cetera Advisor Networks's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $506K in Q2 2023.
  • 122 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q1 2024.

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