CA
IBDO

Cetera Advisors’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Cetera Advisors’s Portfolio IBDO Stock Details IBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-55,708
Closed -$1.41M – 1883
2023
Q3 		$1.41M Buy
55,708
+2,292
+4% +$58K 0.02% 588
2023
Q2 		$1.35M Buy
53,416
+902
+2% +$22.7K 0.02% 612
2023
Q1 		$1.32M Buy
52,514
+6,361
+14% +$160K 0.02% 591
2022
Q4 		$1.16M Buy
46,153
+33,465
+264% +$836K 0.02% 611
2022
Q3 		$317K Sell
12,688
-1,660
-12% -$41.6K 0.01% 957
2022
Q2 		$360K Sell
14,348
-19,892
-58% -$500K 0.01% 976
2022
Q1 		$866K Sell
34,240
-310
-0.9% -$7.89K 0.02% 660
2021
Q4 		$887K Sell
34,550
-2,134
-6% -$55.1K 0.02% 653
2021
Q3 		$954K Buy
36,684
+394
+1% +$10.3K 0.02% 628
2021
Q2 		$946K Buy
36,290
+2,572
+8% +$67.1K 0.02% 568
2021
Q1 		$881K Hold
33,718
– – 0.02% 531
2020
Q4 		$886K Hold
33,718
– – 0.03% 451
2020
Q3 		$884K Sell
33,718
-1,000
-3% -$26.2K 0.03% 400
2020
Q2 		$911K Buy
+34,718
New +$895K 0.04% 383
2020
Q1 		– Hold
0
– – – 286
2019
Q4 		– Hold
0
– – – 329
2019
Q3 		– Hold
0
– – – 323
2019
Q2 		– Hold
0
– – – 343
2019
Q1 		– Hold
0
– – – 591
2018
Q4 		– Hold
0
– – – 685

Other funds holding IBDO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Cetera Advisors's IBDO Position: Q4 2023 in Review

Cetera Advisors sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 55,708 shares — an estimated $1.41M sold.

Cetera Advisors first reported a position in IBDO in Q2 2020 and held it in 14 quarters. The position peaked at $1.41M in Q3 2023. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Cetera Advisors reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Cetera Advisors sold 55,708 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $1.41M.
  • Cetera Advisors first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q2 2020 and held it in 14 quarters.
  • Cetera Advisors's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $1.41M in Q3 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Cetera Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.