CA
IBHD

Cetera Advisors’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

Cetera Advisors’s Portfolio IBHD Stock Details IBHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$712K Buy
+30,550
New +$711K 0.01% 1364
2023
Q3 		– Sell
-9,560
Closed -$221K – 1812
2023
Q2 		$221K Buy
+9,560
New +$220K ﹤0.01% 1456

Other funds holding IBHD

MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Advisors's IBHD Position: Q1 2024 in Review

Cetera Advisors opened a new position in iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q1 2024: 30,550 shares worth $712K. The stake represents 0.01% of the portfolio and ranks #1364 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in IBHD as recently as Q2 2023.

Cetera Advisors first reported a position in IBHD in Q2 2023 and has held it in 2 quarters since. 124 funds tracked by Wall St. Rank hold IBHD as of Q1 2024.

  • Cetera Advisors held 30,550 shares of iShares iBonds 2024 Term High Yield and Income ETF worth $712K as of Q1 2024.
  • iShares iBonds 2024 Term High Yield and Income ETF was a new Cetera Advisors position in Q1 2024.
  • iShares iBonds 2024 Term High Yield and Income ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1364 holding.
  • Cetera Advisors first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q2 2023 and has held it in 2 quarters since.
  • 124 funds tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q1 2024.

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