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Cetera Advisors’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Cetera Advisors’s Portfolio IBDV Stock Details IBDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$853K Buy
+39,858
New +$852K 0.01% 1234

Other funds holding IBDV

CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Advisors's IBDV Position: Q1 2024 in Review

Cetera Advisors opened a new position in iShares iBonds Dec 2030 Term Corporate ETF (IBDV) in Q1 2024: 39,858 shares worth $853K. The stake represents 0.01% of the portfolio and ranks #1234 among its holdings.

151 funds tracked by Wall St. Rank hold IBDV as of Q1 2024.

  • Cetera Advisors held 39,858 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $853K as of Q1 2024.
  • iShares iBonds Dec 2030 Term Corporate ETF was a new Cetera Advisors position in Q1 2024.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1234 holding.
  • 151 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q1 2024.

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