CAN
IBMQ icon

Cetera Advisor Networks’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Cetera Advisor Networks’s Portfolio IBMQ Stock Details IBMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$214K Buy
+8,486
New +$216K ﹤0.01% 2540
2023
Q4 		– Sell
-9,650
Closed -$236K – 2827
2023
Q3 		$236K Sell
9,650
-1,170
-11% -$29.2K ﹤0.01% 2317
2023
Q2 		$272K Buy
+10,820
New +$274K ﹤0.01% 2157

Other funds holding IBMQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

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

Cetera Advisor Networks opened a new position in iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) in Q1 2024: 8,486 shares worth $214K. The stake represents ﹤0.01% of the portfolio and ranks #2540 among its holdings. This is a return to the name: Cetera Advisor Networks previously reported a position in IBMQ as recently as Q3 2023.

Cetera Advisor Networks first reported a position in IBMQ in Q2 2023 and has held it in 3 quarters since. The position peaked at $272K in Q2 2023. 113 funds tracked by Wall St. Rank hold IBMQ as of Q1 2024.

  • Cetera Advisor Networks held 8,486 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $214K as of Q1 2024.
  • iShares iBonds Dec 2028 Term Muni Bond ETF was a new Cetera Advisor Networks position in Q1 2024.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2540 holding.
  • Cetera Advisor Networks first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q2 2023 and has held it in 3 quarters since.
  • Cetera Advisor Networks's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $272K in Q2 2023.
  • 113 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q1 2024.

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