Cetera Advisor Networks’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$1.19M	Buy	49,764 +8,134	+20%	+$194K	0.01%	1340
2023 Q4	$993K	Buy	41,630 +5,320	+15%	+$127K	0.01%	1383
2023 Q3	$866K	Sell	36,310 -104,399	-74%	-$2.48M	0.01%	1371
2023 Q2	$3.35M	Sell	140,709 -1,522,441	-92%	-$36.4M	0.02%	663
2023 Q1	$39.9M	Sell	1,663,150 -50,988	-3%	-$1.22M	0.29%	69
2022 Q4	$40.9M	Buy	1,714,138 +88,329	+5%	+$2.11M	0.33%	58
2022 Q3	$38.9M	Buy	1,625,809 +219,998	+16%	+$5.34M	0.48%	29
2022 Q2	$34.3M	Buy	1,405,811 +49,135	+4%	+$1.2M	0.44%	37
2022 Q1	$33.4M	Buy	+1,356,676	New	+$34M	0.41%	42

Other funds holding IBTE

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

Cetera Advisor Networks increased its iShares iBonds Dec 2024 Term Treasury ETF (IBTE) stake by 20% in Q1 2024, buying an estimated $194K and bringing the position to 49,764 shares worth $1.19M. The position accounts for 0.01% of the portfolio, ranked #1340.

Cetera Advisor Networks first reported a position in IBTE in Q1 2022 and has held it in 9 quarters since. The position peaked at $40.9M in Q4 2022. 294 funds tracked by Wall St. Rank hold IBTE as of Q1 2024.

Cetera Advisor Networks held 49,764 shares of iShares iBonds Dec 2024 Term Treasury ETF worth $1.19M as of Q1 2024.
Cetera Advisor Networks bought 8,134 iShares iBonds Dec 2024 Term Treasury ETF shares in Q1 2024, an estimated $194K.
iShares iBonds Dec 2024 Term Treasury ETF made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1340 holding.
Cetera Advisor Networks first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q1 2022 and has held it in 9 quarters since.
Cetera Advisor Networks's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $40.9M in Q4 2022.
294 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q1 2024.

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