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Cetera Advisors’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Cetera Advisors’s Portfolio IBDW Stock Details IBDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-21,936
Closed -$456K – 2452
2023
Q4 		$456K Buy
21,936
+362
+2% +$7.13K 0.01% 1186
2023
Q3 		$418K Buy
21,574
+5,370
+33% +$107K 0.01% 1156
2023
Q2 		$328K Buy
16,204
+3,600
+29% +$73.5K 0.01% 1265
2023
Q1 		$260K Buy
+12,604
New +$257K ﹤0.01% 1360

Other funds holding IBDW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Morgan Stanley
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
VVP
Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 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

Cetera Advisors's IBDW Position: Q1 2024 in Review

Cetera Advisors sold out of iShares iBonds Dec 2031 Term Corporate ETF (IBDW) in Q1 2024, closing a stake of 21,936 shares — an estimated $456K sold.

Cetera Advisors first reported a position in IBDW in Q1 2023 and held it in 4 quarters. The position peaked at $456K in Q4 2023. 128 funds tracked by Wall St. Rank hold IBDW as of Q1 2024.

  • Cetera Advisors reported no remaining iShares iBonds Dec 2031 Term Corporate ETF position as of Q1 2024 after selling out during the quarter.
  • Cetera Advisors sold 21,936 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2024, an estimated $456K.
  • Cetera Advisors first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q1 2023 and held it in 4 quarters.
  • Cetera Advisors's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $456K in Q4 2023.
  • 128 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2024.

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