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Cetera Advisors’s iShares BB Rated Corporate Bond ETF HYBB Stock Holding History

Cetera Advisors’s Portfolio HYBB Stock Details HYBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$460K Buy
9,940
+2,455
+33% +$113K ﹤0.01% 1661
2023
Q4 		$344K Buy
+7,485
New +$333K ﹤0.01% 1346
2023
Q1 		– Sell
-7,164
Closed -$318K – 1682
2022
Q4 		$318K Buy
+7,164
New +$317K 0.01% 1200

Other funds holding HYBB

Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

Cetera Advisors's HYBB Position: Q1 2024 in Review

Cetera Advisors increased its iShares BB Rated Corporate Bond ETF (HYBB) stake by 33% in Q1 2024, buying an estimated $113K and bringing the position to 9,940 shares worth $460K. The position accounts for ﹤0.01% of the portfolio, ranked #1661.

Cetera Advisors first reported a position in HYBB in Q4 2022 and has held it in 3 quarters since. 41 funds tracked by Wall St. Rank hold HYBB as of Q1 2024.

  • Cetera Advisors held 9,940 shares of iShares BB Rated Corporate Bond ETF worth $460K as of Q1 2024.
  • Cetera Advisors bought 2,455 iShares BB Rated Corporate Bond ETF shares in Q1 2024, an estimated $113K.
  • iShares BB Rated Corporate Bond ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1661 holding.
  • Cetera Advisors first reported a position in iShares BB Rated Corporate Bond ETF in Q4 2022 and has held it in 3 quarters since.
  • 41 funds tracked by Wall St. Rank held iShares BB Rated Corporate Bond ETF as of Q1 2024.

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