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Cetera Advisor Networks’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Cetera Advisor Networks’s Portfolio IBTG Stock Details IBTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$528K Buy
23,235
+13,190
+131% +$300K ﹤0.01% 1897
2023
Q4 		$230K Buy
+10,045
New +$227K ﹤0.01% 2427
2023
Q3 		– Sell
-97,431
Closed -$2.21M – 2754
2023
Q2 		$2.21M Buy
97,431
+46,294
+91% +$1.06M 0.02% 817
2023
Q1 		$1.18M Buy
51,137
+21,850
+75% +$500K 0.01% 1132
2022
Q4 		$665K Buy
+29,287
New +$665K 0.01% 1446

Other funds holding IBTG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
ICG
InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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

Cetera Advisor Networks increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 131% in Q1 2024, buying an estimated $300K and bringing the position to 23,235 shares worth $528K. The position accounts for ﹤0.01% of the portfolio, ranked #1897.

Cetera Advisor Networks first reported a position in IBTG in Q4 2022 and has held it in 5 quarters since. The position peaked at $2.21M in Q2 2023. 178 funds tracked by Wall St. Rank hold IBTG as of Q1 2024.

  • Cetera Advisor Networks held 23,235 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $528K as of Q1 2024.
  • Cetera Advisor Networks bought 13,190 iShares iBonds Dec 2026 Term Treasury ETF shares in Q1 2024, an estimated $300K.
  • iShares iBonds Dec 2026 Term Treasury ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1897 holding.
  • Cetera Advisor Networks first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2022 and has held it in 5 quarters since.
  • Cetera Advisor Networks's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $2.21M in Q2 2023.
  • 178 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q1 2024.

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