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Cetera Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Cetera Advisors’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$2.06M Buy
86,364
+45,376
+111% +$1.08M 0.02% 802
2023
Q4 		$980K Buy
40,988
+2,207
+6% +$51.8K 0.01% 780
2023
Q3 		$905K Buy
38,781
+718
+2% +$16.8K 0.01% 764
2023
Q2 		$893K Buy
38,063
+2,184
+6% +$51.6K 0.01% 758
2023
Q1 		$851K Buy
35,879
+1,221
+4% +$28.7K 0.01% 755
2022
Q4 		$809K Buy
34,658
+1,835
+6% +$42.6K 0.01% 754
2022
Q3 		$758K Sell
32,823
-915
-3% -$21.8K 0.02% 617
2022
Q2 		$803K Buy
33,738
+2,800
+9% +$67.3K 0.02% 648
2022
Q1 		$763K Sell
30,938
-2,640
-8% -$66.8K 0.02% 712
2021
Q4 		$875K Sell
33,578
-384
-1% -$10.1K 0.02% 659
2021
Q3 		$900K Buy
33,962
+384
+1% +$10.2K 0.02% 645
2021
Q2 		$894K Hold
33,578
– – 0.02% 585
2021
Q1 		$885K Hold
33,578
– – 0.02% 528
2020
Q4 		$910K Buy
33,578
+1,075
+3% +$28.9K 0.03% 444
2020
Q3 		$872K Buy
32,503
+6,020
+23% +$162K 0.03% 404
2020
Q2 		$707K Buy
+26,483
New +$684K 0.03% 443
2020
Q1 		– Hold
0
– – – 404
2019
Q4 		– Hold
0
– – – 587
2019
Q3 		– Hold
0
– – – 570
2019
Q2 		– Hold
0
– – – 610
2019
Q1 		– Hold
0
– – – 667
2018
Q4 		– Hold
0
– – – 721

Other funds holding IBDR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

Cetera Advisors's IBDR Position: Q1 2024 in Review

Cetera Advisors increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 111% in Q1 2024, buying an estimated $1.08M and bringing the position to 86,364 shares worth $2.06M. The position accounts for 0.02% of the portfolio, ranked #802.

Cetera Advisors first reported a position in IBDR in Q2 2020 and has held it in 16 quarters since. 315 funds tracked by Wall St. Rank hold IBDR as of Q1 2024.

  • Cetera Advisors held 86,364 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $2.06M as of Q1 2024.
  • Cetera Advisors bought 45,376 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2024, an estimated $1.08M.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.02% of Cetera Advisors's portfolio in Q1 2024, its #802 holding.
  • Cetera Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2020 and has held it in 16 quarters since.
  • 315 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2024.

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