Cetera Advisor Networks’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$836K	Buy	36,001 +7,015	+24%	+$163K	﹤0.01%	1584
2023 Q4	$675K	Buy	28,986 +4,719	+19%	+$109K	﹤0.01%	1648
2023 Q3	$560K	Sell	24,267 -107,493	-82%	-$2.48M	﹤0.01%	1692
2023 Q2	$3.05M	Buy	131,760 +14,728	+13%	+$344K	0.02%	703
2023 Q1	$2.75M	Buy	117,032 +15,396	+15%	+$360K	0.02%	728
2022 Q4	$2.37M	Buy	+101,636	New	+$2.37M	0.02%	740

Other funds holding IBTF

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

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

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

HPC

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

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

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

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

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

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

Cetera Advisor Networks increased its iShares iBonds Dec 2025 Term Treasury ETF (IBTF) stake by 24% in Q1 2024, buying an estimated $163K and bringing the position to 36,001 shares worth $836K. The position accounts for ﹤0.01% of the portfolio, ranked #1584.

Cetera Advisor Networks first reported a position in IBTF in Q4 2022 and has held it in 6 quarters since. The position peaked at $3.05M in Q2 2023. 235 funds tracked by Wall St. Rank hold IBTF as of Q1 2024.

Cetera Advisor Networks held 36,001 shares of iShares iBonds Dec 2025 Term Treasury ETF worth $836K as of Q1 2024.
Cetera Advisor Networks bought 7,015 iShares iBonds Dec 2025 Term Treasury ETF shares in Q1 2024, an estimated $163K.
iShares iBonds Dec 2025 Term Treasury ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1584 holding.
Cetera Advisor Networks first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2022 and has held it in 6 quarters since.
Cetera Advisor Networks's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $3.05M in Q2 2023.
235 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q1 2024.

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