Cetera Advisors’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Cetera Advisors’s Portfolio IBDT Stock Details IBDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$1.86M	Buy	74,743 +57,159	+325%	+$1.42M	0.01%	850
2023 Q4	$441K	Buy	17,584 +2,114	+14%	+$51.3K	0.01%	1208
2023 Q3	$372K	Buy	15,470 +1,339	+9%	+$32.6K	0.01%	1215
2023 Q2	$346K	Buy	14,131 +1,278	+10%	+$31.6K	0.01%	1234
2023 Q1	$321K	Hold	12,853	–	–	0.01%	1250
2022 Q4	$312K	Sell	12,853 -1,786	-12%	-$43K	0.01%	1211
2022 Q3	$348K	Hold	14,639	–	–	0.01%	923
2022 Q2	$365K	Buy	14,639 +150	+1%	+$3.8K	0.01%	970
2022 Q1	$382K	Hold	14,489	–	–	0.01%	996
2021 Q4	$410K	Sell	14,489 -58	-0.4%	-$1.65K	0.01%	971
2021 Q3	$417K	Buy	14,547 +358	+3%	+$10.4K	0.01%	949
2021 Q2	$410K	Buy	14,189 +275	+2%	+$7.87K	0.01%	911
2021 Q1	$394K	Buy	13,914 +1,200	+9%	+$34.7K	0.01%	844
2020 Q4	$376K	Buy	12,714 +2,502	+25%	+$73.2K	0.01%	740
2020 Q3	$297K	Buy	10,212 +3,030	+42%	+$88.6K	0.01%	730
2020 Q2	$207K	Buy	+7,182	New	+$200K	0.01%	835
2019 Q2	–	Sell	-345	Closed	-$9K	–	1084
2019 Q1	$9K	Buy	+345	New	+$8.78K	﹤0.01%	1143

Other funds holding IBDT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WIC

Woodmont Investment Counsel Nashville, Tennessee $1.62B AUM 18.92% 1-Year Est. Return

Cetera Advisors's IBDT Position: Q1 2024 in Review

Cetera Advisors increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 325% in Q1 2024, buying an estimated $1.42M and bringing the position to 74,743 shares worth $1.86M. The position accounts for 0.01% of the portfolio, ranked #850.

Cetera Advisors first reported a position in IBDT in Q1 2019 and has held it in 17 quarters since. 263 funds tracked by Wall St. Rank hold IBDT as of Q1 2024.

Cetera Advisors held 74,743 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $1.86M as of Q1 2024.
Cetera Advisors bought 57,159 iShares iBonds Dec 2028 Term Corporate ETF shares in Q1 2024, an estimated $1.42M.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #850 holding.
Cetera Advisors first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2019 and has held it in 17 quarters since.
263 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q1 2024.

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