Cetera Advisor Networks’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$903K	Buy	40,757 +14,705	+56%	+$327K	﹤0.01%	1534
2023 Q4	$583K	Buy	+26,052	New	+$572K	﹤0.01%	1748
2023 Q3	–	Sell	-98,261	Closed	-$2.18M	–	2755
2023 Q2	$2.18M	Buy	98,261 +77,947	+384%	+$1.76M	0.02%	823
2023 Q1	$460K	Buy	+20,314	New	+$456K	﹤0.01%	1752

Other funds holding IBTH

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

JAG

Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Cetera Advisor Networks increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 56% in Q1 2024, buying an estimated $327K and bringing the position to 40,757 shares worth $903K. The position accounts for ﹤0.01% of the portfolio, ranked #1534.

Cetera Advisor Networks first reported a position in IBTH in Q1 2023 and has held it in 4 quarters since. The position peaked at $2.18M in Q2 2023. 157 funds tracked by Wall St. Rank hold IBTH as of Q1 2024.

Cetera Advisor Networks held 40,757 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $903K as of Q1 2024.
Cetera Advisor Networks bought 14,705 iShares iBonds Dec 2027 Term Treasury ETF shares in Q1 2024, an estimated $327K.
iShares iBonds Dec 2027 Term Treasury ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1534 holding.
Cetera Advisor Networks first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q1 2023 and has held it in 4 quarters since.
Cetera Advisor Networks's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $2.18M in Q2 2023.
157 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q1 2024.

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