CA
IBDN

Cetera Advisors’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Cetera Advisors’s Portfolio IBDN Stock Details IBDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-17,920
Closed -$449K – 1698
2022
Q3 		$449K Buy
+17,920
New +$448K 0.01% 822
2022
Q2 		– Sell
-19,157
Closed -$480K – 1515
2022
Q1 		$480K Sell
19,157
-955
-5% -$24K 0.01% 899
2021
Q4 		$506K Hold
20,112
– – 0.01% 885
2021
Q3 		$509K Hold
20,112
– – 0.01% 880
2021
Q2 		$511K Buy
20,112
+3,445
+21% +$87.6K 0.01% 814
2021
Q1 		$424K Hold
16,667
– – 0.01% 801
2020
Q4 		$426K Hold
16,667
– – 0.01% 696
2020
Q3 		$427K Sell
16,667
-1,200
-7% -$30.8K 0.02% 613
2020
Q2 		$459K Buy
+17,867
New +$454K 0.02% 562
2020
Q1 		– Hold
0
– – – 352
2019
Q4 		– Hold
0
– – – 426
2019
Q3 		– Hold
0
– – – 423
2019
Q2 		– Hold
0
– – – 420
2019
Q1 		– Hold
0
– – – 320
2018
Q4 		– Hold
0
– – – 303
2018
Q3 		– Hold
0
– – – 322
2018
Q2 		– Hold
0
– – – 447
2018
Q1 		– Hold
0
– – – 470

Other funds holding IBDN

OIA
Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Cetera Advisors's IBDN Position: Q4 2022 in Review

Cetera Advisors sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2022, closing a stake of 17,920 shares — an estimated $449K sold.

Cetera Advisors first reported a position in IBDN in Q2 2020 and held it in 9 quarters. The position peaked at $511K in Q2 2021. 2 funds tracked by Wall St. Rank hold IBDN as of Q4 2022.

  • Cetera Advisors reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
  • Cetera Advisors sold 17,920 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2022, an estimated $449K.
  • Cetera Advisors first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q2 2020 and held it in 9 quarters.
  • Cetera Advisors's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $511K in Q2 2021.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2022.

Based on Cetera Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.