CA
IBDQ

Cetera Advisors’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Cetera Advisors’s Portfolio IBDQ Stock Details IBDQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$1.77M Buy
71,492
+23,753
+50% +$588K 0.01% 870
2023
Q4 		$1.18M Buy
47,739
+1,664
+4% +$40.8K 0.02% 707
2023
Q3 		$1.12M Buy
46,075
+2,875
+7% +$70.1K 0.02% 681
2023
Q2 		$1.05M Buy
43,200
+1,290
+3% +$31.6K 0.02% 690
2023
Q1 		$1.03M Buy
41,910
+4,062
+11% +$99.3K 0.02% 678
2022
Q4 		$920K Sell
37,848
-2,525
-6% -$61.2K 0.02% 707
2022
Q3 		$974K Hold
40,373
– – 0.03% 544
2022
Q2 		$997K Buy
40,373
+675
+2% +$16.8K 0.02% 574
2022
Q1 		$1M Sell
39,698
-1,135
-3% -$29.3K 0.02% 608
2021
Q4 		$1.08M Sell
40,833
-2,175
-5% -$57.8K 0.02% 573
2021
Q3 		$1.16M Buy
43,008
+380
+0.9% +$10.3K 0.02% 559
2021
Q2 		$1.15M Sell
42,628
-1,144
-3% -$30.9K 0.03% 501
2021
Q1 		$1.17M Buy
43,772
+2,597
+6% +$70.3K 0.03% 429
2020
Q4 		$1.13M Sell
41,175
-2,597
-6% -$70.6K 0.04% 388
2020
Q3 		$1.19M Buy
43,772
+3,210
+8% +$87.2K 0.04% 343
2020
Q2 		$1.09M Buy
+40,562
New +$1.06M 0.05% 346
2020
Q1 		– Hold
0
– – – 325
2019
Q4 		– Hold
0
– – – 397
2019
Q3 		– Hold
0
– – – 409
2019
Q2 		– Hold
0
– – – 629
2019
Q1 		– Hold
0
– – – 741

Other funds holding IBDQ

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Cetera Advisors's IBDQ Position: Q1 2024 in Review

Cetera Advisors increased its iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) stake by 50% in Q1 2024, buying an estimated $588K and bringing the position to 71,492 shares worth $1.77M. The position accounts for 0.01% of the portfolio, ranked #870.

Cetera Advisors first reported a position in IBDQ in Q2 2020 and has held it in 16 quarters since. 347 funds tracked by Wall St. Rank hold IBDQ as of Q1 2024.

  • Cetera Advisors held 71,492 shares of iShares iBonds Dec 2025 Term Corporate ETF worth $1.77M as of Q1 2024.
  • Cetera Advisors bought 23,753 iShares iBonds Dec 2025 Term Corporate ETF shares in Q1 2024, an estimated $588K.
  • iShares iBonds Dec 2025 Term Corporate ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #870 holding.
  • Cetera Advisors first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q2 2020 and has held it in 16 quarters since.
  • 347 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q1 2024.

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