Cetera Advisor Networks’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-71,857	Closed	-$1.78M	–	2900
2023 Q3	$1.78M	Sell	71,857 -101,754	-59%	-$2.52M	0.01%	946
2023 Q2	$4.31M	Buy	173,611 +1,202	+0.7%	+$29.8K	0.03%	555
2023 Q1	$4.28M	Buy	172,409 +52,953	+44%	+$1.31M	0.03%	546
2022 Q4	$2.95M	Buy	119,456 +98,142	+460%	+$2.43M	0.02%	648
2022 Q3	$528K	Buy	21,314 +2,954	+16%	+$73.4K	0.01%	1254
2022 Q2	$458K	Buy	+18,360	New	+$459K	0.01%	1332

Other funds holding IBTD

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Cetera Advisor Networks's IBTD Position: Q4 2023 in Review

Cetera Advisor Networks sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 71,857 shares — an estimated $1.78M sold.

Cetera Advisor Networks first reported a position in IBTD in Q2 2022 and held it in 6 quarters. The position peaked at $4.31M in Q2 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

Cetera Advisor Networks reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
Cetera Advisor Networks sold 71,857 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $1.78M.
Cetera Advisor Networks first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q2 2022 and held it in 6 quarters.
Cetera Advisor Networks's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $4.31M in Q2 2023.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Cetera Advisor Networks's 13F filing for Q4 2023, filed 13 Feb 2024.