Cetera Advisors’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Cetera Advisors’s Portfolio IBDM Stock Details IBDM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-14,292	Closed	-$353K	–	1545
2021 Q3	$353K	Buy	14,292 +231	+2%	+$5.72K	0.01%	1027
2021 Q2	$348K	Buy	14,061 +3,210	+30%	+$79.6K	0.01%	985
2021 Q1	$270K	Hold	10,851	–	–	0.01%	1008
2020 Q4	$270K	Hold	10,851	–	–	0.01%	868
2020 Q3	$272K	Sell	10,851 -2,255	-17%	-$56.6K	0.01%	768
2020 Q2	$330K	Buy	+13,106	New	+$328K	0.01%	673
2020 Q1	–	Hold	0	–	–	–	602
2019 Q4	–	Hold	0	–	–	–	699
2019 Q3	–	Hold	0	–	–	–	679
2019 Q2	–	Hold	0	–	–	–	691
2019 Q1	–	Hold	0	–	–	–	739

Other funds holding IBDM

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Cetera Advisors's IBDM Position: Q4 2021 in Review

Cetera Advisors sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2021, closing a stake of 14,292 shares — an estimated $353K sold.

Cetera Advisors first reported a position in IBDM in Q2 2020 and held it in 6 quarters. The position peaked at $353K in Q3 2021. 1 fund tracked by Wall St. Rank holds IBDM as of Q4 2021.

Cetera Advisors reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
Cetera Advisors sold 14,292 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2021, an estimated $353K.
Cetera Advisors first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q2 2020 and held it in 6 quarters.
Cetera Advisors's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $353K in Q3 2021.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2021.

Based on Cetera Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.