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Cetera Advisor Networks’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Cetera Advisor Networks’s Portfolio IBMR Stock Details IBMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$212K Buy
+8,396
New +$213K ﹤0.01% 2548

Other funds holding IBMR

WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

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

Cetera Advisor Networks opened a new position in iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) in Q1 2024: 8,396 shares worth $212K. The stake represents ﹤0.01% of the portfolio and ranks #2548 among its holdings.

48 funds tracked by Wall St. Rank hold IBMR as of Q1 2024.

  • Cetera Advisor Networks held 8,396 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $212K as of Q1 2024.
  • iShares iBonds Dec 2029 Term Muni Bond ETF was a new Cetera Advisor Networks position in Q1 2024.
  • iShares iBonds Dec 2029 Term Muni Bond ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2548 holding.
  • 48 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q1 2024.

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