CA
IBDP

Cetera Advisors’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Cetera Advisors’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$421K Buy
16,791
+1,050
+7% +$26.2K ﹤0.01% 1717
2023
Q4 		$392K Sell
15,741
-1,069
-6% -$26.5K 0.01% 1269
2023
Q3 		$416K Buy
16,810
+3,214
+24% +$79.2K 0.01% 1160
2023
Q2 		$335K Sell
13,596
-11,195
-45% -$275K 0.01% 1253
2023
Q1 		$610K Buy
24,791
+2,158
+10% +$52.9K 0.01% 924
2022
Q4 		$553K Buy
22,633
+6,695
+42% +$163K 0.01% 926
2022
Q3 		$388K Sell
15,938
-20,969
-57% -$518K 0.01% 886
2022
Q2 		$913K Sell
36,907
-1,159
-3% -$28.8K 0.02% 606
2022
Q1 		$955K Sell
38,066
-2,609
-6% -$66.5K 0.02% 630
2021
Q4 		$1.05M Sell
40,675
-2,633
-6% -$68.6K 0.02% 581
2021
Q3 		$1.14M Buy
43,308
+342
+0.8% +$9K 0.02% 566
2021
Q2 		$1.13M Sell
42,966
-1,645
-4% -$43.4K 0.03% 506
2021
Q1 		$1.18M Buy
44,611
+549
+1% +$14.5K 0.03% 428
2020
Q4 		$1.17M Buy
44,062
+133
+0.3% +$3.52K 0.04% 381
2020
Q3 		$1.16M Buy
43,929
+4,218
+11% +$112K 0.04% 348
2020
Q2 		$1.05M Buy
+39,711
New +$1.02M 0.04% 352
2020
Q1 		– Hold
0
– – – 255
2019
Q4 		– Hold
0
– – – 401
2019
Q3 		– Hold
0
– – – 400
2019
Q2 		– Hold
0
– – – 486
2019
Q1 		– Hold
0
– – – 728
2018
Q1 		– Hold
0
– – – 703
2017
Q4 		– Hold
0
– – – 634

Other funds holding IBDP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cetera Advisors's IBDP Position: Q1 2024 in Review

Cetera Advisors increased its iShares iBonds Dec 2024 Term Corporate ETF (IBDP) stake by 6.7% in Q1 2024, buying an estimated $26.2K and bringing the position to 16,791 shares worth $421K. The position accounts for ﹤0.01% of the portfolio, ranked #1717.

Cetera Advisors first reported a position in IBDP in Q2 2020 and has held it in 16 quarters since. The position peaked at $1.18M in Q1 2021. 360 funds tracked by Wall St. Rank hold IBDP as of Q1 2024.

  • Cetera Advisors held 16,791 shares of iShares iBonds Dec 2024 Term Corporate ETF worth $421K as of Q1 2024.
  • Cetera Advisors bought 1,050 iShares iBonds Dec 2024 Term Corporate ETF shares in Q1 2024, an estimated $26.2K.
  • iShares iBonds Dec 2024 Term Corporate ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1717 holding.
  • Cetera Advisors first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q2 2020 and has held it in 16 quarters since.
  • Cetera Advisors's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $1.18M in Q1 2021.
  • 360 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q1 2024.

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