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Cetera Advisor Networks’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Cetera Advisor Networks’s Portfolio ISTB Stock Details ISTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$3.05M Sell
64,333
-7,071
-10% -$335K 0.02% 833
2023
Q4 		$3.4M Sell
71,404
-29,246
-29% -$1.37M 0.02% 746
2023
Q3 		$4.67M Sell
100,650
-54,161
-35% -$2.52M 0.03% 541
2023
Q2 		$7.22M Sell
154,811
-2,357
-1% -$111K 0.05% 371
2023
Q1 		$7.41M Sell
157,168
-13,012
-8% -$609K 0.05% 351
2022
Q4 		$7.9M Buy
170,180
+84,880
+100% +$3.93M 0.06% 322
2022
Q3 		$3.93M Sell
85,300
-8,927
-9% -$421K 0.05% 387
2022
Q2 		$4.47M Buy
94,227
+15,174
+19% +$724K 0.06% 347
2022
Q1 		$3.83M Sell
79,053
-6,183
-7% -$305K 0.05% 395
2021
Q4 		$4.3M Sell
85,236
-81,822
-49% -$4.14M 0.05% 340
2021
Q3 		$8.53M Buy
167,058
+1,124
+0.7% +$57.6K 0.12% 184
2021
Q2 		$8.51M Sell
165,934
-62,824
-27% -$3.22M 0.12% 177
2021
Q1 		$11.7M Buy
228,758
+21,216
+10% +$1.09M 0.25% 104
2020
Q4 		$10.7M Buy
207,542
+15,876
+8% +$818K 0.25% 105
2020
Q3 		$9.88M Buy
191,666
+7,631
+4% +$394K 0.26% 93
2020
Q2 		$9.47M Buy
184,035
+16,678
+10% +$852K 0.25% 88
2020
Q1 		$8.45M Buy
167,357
+45,825
+38% +$2.31M 0.28% 80
2019
Q4 		$6.12M Buy
121,532
+4,679
+4% +$236K 0.16% 125
2019
Q3 		$5.9M Buy
116,853
+12,470
+12% +$629K 0.18% 114
2019
Q2 		$5.26M Buy
104,383
+40,039
+62% +$2M 0.16% 128
2019
Q1 		$3.21M Buy
64,344
+3,574
+6% +$177K 0.1% 177
2018
Q4 		$2.99M Buy
60,770
+4,249
+8% +$207K 0.12% 167
2018
Q3 		$2.77M Buy
56,521
+9,131
+19% +$448K 0.1% 180
2018
Q2 		$2.33M Buy
47,390
+4,053
+9% +$199K 0.12% 151
2018
Q1 		$2.14M Buy
43,337
+8,391
+24% +$415K 0.09% 187
2017
Q4 		$1.74M Buy
34,946
+15,063
+76% +$753K 0.07% 232
2017
Q3 		$1M Buy
19,883
+384
+2% +$19.3K 0.05% 335
2017
Q2 		$980K Buy
19,499
+139
+0.7% +$6.98K 0.05% 333
2017
Q1 		$972K Sell
19,360
-1,056
-5% -$52.9K 0.05% 337
2016
Q4 		$1.02M Sell
20,416
-4,951
-20% -$248K 0.05% 299
2016
Q3 		$1.28M Buy
+25,367
New +$1.28M 0.05% 320

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

Cetera Advisor Networks reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 9.9% in Q1 2024, selling an estimated $335K and leaving 64,333 shares worth $3.05M. The position accounts for 0.02% of the portfolio, ranked #833.

Cetera Advisor Networks first reported a position in ISTB in Q3 2016 and has held it in 31 quarters since. The position peaked at $11.7M in Q1 2021. 379 funds tracked by Wall St. Rank hold ISTB as of Q1 2024.

  • Cetera Advisor Networks held 64,333 shares of iShares Core 1-5 Year USD Bond ETF worth $3.05M as of Q1 2024.
  • Cetera Advisor Networks sold 7,071 iShares Core 1-5 Year USD Bond ETF shares in Q1 2024, an estimated $335K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.02% of Cetera Advisor Networks's portfolio in Q1 2024, its #833 holding.
  • Cetera Advisor Networks first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2016 and has held it in 31 quarters since.
  • Cetera Advisor Networks's iShares Core 1-5 Year USD Bond ETF position peaked at $11.7M in Q1 2021.
  • 379 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2024.

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