Cetera Advisor Networks’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$299K	Buy	+13,897	New	+$300K	﹤0.01%	2295
2023 Q3	–	Sell	-10,690	Closed	-$231K	–	2757
2023 Q2	$231K	Hold	10,690	–	–	﹤0.01%	2252
2023 Q1	$237K	Hold	10,690	–	–	﹤0.01%	2207
2022 Q4	$231K	Buy	10,690 +950	+10%	+$20.5K	﹤0.01%	2180
2022 Q3	$210K	Hold	9,740	–	–	﹤0.01%	1823
2022 Q2	$222K	Hold	9,740	–	–	﹤0.01%	1789
2022 Q1	$230K	Hold	9,740	–	–	﹤0.01%	1799
2021 Q4	$245K	Buy	+9,740	New	+$244K	﹤0.01%	1734

Other funds holding IBTJ

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

JAG

Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return

WIM

Waycross Investment Management Bellingham, Washington $131M AUM 16.58% 1-Year Est. Return

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

CIM

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

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

Fagan Associates Troy, New York $719M AUM 26.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Cetera Advisor Networks opened a new position in iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) in Q1 2024: 13,897 shares worth $299K. The stake represents ﹤0.01% of the portfolio and ranks #2295 among its holdings. This is a return to the name: Cetera Advisor Networks previously reported a position in IBTJ as recently as Q2 2023.

Cetera Advisor Networks first reported a position in IBTJ in Q4 2021 and has held it in 8 quarters since. 93 funds tracked by Wall St. Rank hold IBTJ as of Q1 2024.

Cetera Advisor Networks held 13,897 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $299K as of Q1 2024.
iShares iBonds Dec 2029 Term Treasury ETF was a new Cetera Advisor Networks position in Q1 2024.
iShares iBonds Dec 2029 Term Treasury ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2295 holding.
Cetera Advisor Networks first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q4 2021 and has held it in 8 quarters since.
93 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q1 2024.

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