Cetera Advisors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Cetera Advisors’s Portfolio IBDU Stock Details IBDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$387K	Buy	+16,939	New	+$386K	﹤0.01%	1774

Other funds holding IBDU

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAI

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

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

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

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

Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return

Cetera Advisors's IBDU Position: Q1 2024 in Review

Cetera Advisors opened a new position in iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q1 2024: 16,939 shares worth $387K. The stake represents ﹤0.01% of the portfolio and ranks #1774 among its holdings.

182 funds tracked by Wall St. Rank hold IBDU as of Q1 2024.

Cetera Advisors held 16,939 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $387K as of Q1 2024.
iShares iBonds Dec 2029 Term Corporate ETF was a new Cetera Advisors position in Q1 2024.
iShares iBonds Dec 2029 Term Corporate ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1774 holding.
182 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2024.

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