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Cetera Advisors’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Cetera Advisors’s Portfolio IBDX Stock Details IBDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-17,711
Closed -$447K – 2453
2023
Q4 		$447K Buy
17,711
+4
+0% +$95 0.01% 1200
2023
Q3 		$416K Buy
17,707
+4,415
+33% +$107K 0.01% 1159
2023
Q2 		$327K Buy
13,292
+2,910
+28% +$72.1K 0.01% 1269
2023
Q1 		$260K Buy
+10,382
New +$257K ﹤0.01% 1358

Other funds holding IBDX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 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
AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return

Cetera Advisors's IBDX Position: Q1 2024 in Review

Cetera Advisors sold out of iShares iBonds Dec 2032 Term Corporate ETF (IBDX) in Q1 2024, closing a stake of 17,711 shares — an estimated $447K sold.

Cetera Advisors first reported a position in IBDX in Q1 2023 and held it in 4 quarters. The position peaked at $447K in Q4 2023. 102 funds tracked by Wall St. Rank hold IBDX as of Q1 2024.

  • Cetera Advisors reported no remaining iShares iBonds Dec 2032 Term Corporate ETF position as of Q1 2024 after selling out during the quarter.
  • Cetera Advisors sold 17,711 iShares iBonds Dec 2032 Term Corporate ETF shares in Q1 2024, an estimated $447K.
  • Cetera Advisors first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q1 2023 and held it in 4 quarters.
  • Cetera Advisors's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $447K in Q4 2023.
  • 102 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q1 2024.

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