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Cetera Advisor Networks’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

Cetera Advisor Networks’s Portfolio IBTO Stock Details IBTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$6.11M Buy
251,578
+75,873
+43% +$1.85M 0.03% 552
2023
Q4 		$4.36M Buy
+175,705
New +$4.18M 0.02% 632

Other funds holding IBTO

FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Cetera Advisor Networks increased its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 43% in Q1 2024, buying an estimated $1.85M and bringing the position to 251,578 shares worth $6.11M. The position accounts for 0.03% of the portfolio, ranked #552.

Cetera Advisor Networks first reported a position in IBTO in Q4 2023 and has held it in 2 quarters since. 42 funds tracked by Wall St. Rank hold IBTO as of Q1 2024.

  • Cetera Advisor Networks held 251,578 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $6.11M as of Q1 2024.
  • Cetera Advisor Networks bought 75,873 iShares iBonds Dec 2033 Term Treasury ETF shares in Q1 2024, an estimated $1.85M.
  • iShares iBonds Dec 2033 Term Treasury ETF made up 0.03% of Cetera Advisor Networks's portfolio in Q1 2024, its #552 holding.
  • Cetera Advisor Networks first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q4 2023 and has held it in 2 quarters since.
  • 42 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q1 2024.

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