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Cetera Advisor Networks’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Cetera Advisor Networks’s Portfolio IBTI Stock Details IBTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$523K Buy
23,832
+13,609
+133% +$300K ﹤0.01% 1910
2023
Q4 		$227K Buy
+10,223
New +$222K ﹤0.01% 2440
2023
Q3 		– Sell
-20,913
Closed -$460K – 2756
2023
Q2 		$460K Buy
+20,913
New +$468K ﹤0.01% 1770

Other funds holding IBTI

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ICG
InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HAS
Horizon Advisory Services West Henrietta, New York $238M AUM 17.15% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return

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

Cetera Advisor Networks increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 133% in Q1 2024, buying an estimated $300K and bringing the position to 23,832 shares worth $523K. The position accounts for ﹤0.01% of the portfolio, ranked #1910.

Cetera Advisor Networks first reported a position in IBTI in Q2 2023 and has held it in 3 quarters since. 115 funds tracked by Wall St. Rank hold IBTI as of Q1 2024.

  • Cetera Advisor Networks held 23,832 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $523K as of Q1 2024.
  • Cetera Advisor Networks bought 13,609 iShares iBonds Dec 2028 Term Treasury ETF shares in Q1 2024, an estimated $300K.
  • iShares iBonds Dec 2028 Term Treasury ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1910 holding.
  • Cetera Advisor Networks first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q2 2023 and has held it in 3 quarters since.
  • 115 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q1 2024.

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