Cetera Advisors’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

Cetera Advisors’s Portfolio IBHE Stock Details IBHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$5.44M	Buy	232,561 +37,595	+19%	+$874K	0.04%	431
2023 Q4	$4.5M	Sell	194,966 -6,073	-3%	-$139K	0.06%	304
2023 Q3	$4.61M	Buy	201,039 +13,474	+7%	+$309K	0.07%	266
2023 Q2	$4.31M	Buy	187,565 +43,227	+30%	+$985K	0.07%	270
2023 Q1	$3.31M	Buy	144,338 +12,391	+9%	+$282K	0.06%	318
2022 Q4	$2.97M	Sell	131,947 -14,924	-10%	-$336K	0.05%	340
2022 Q3	$3.26M	Buy	146,871 +13,204	+10%	+$301K	0.09%	252
2022 Q2	$3M	Buy	133,667 +2,081	+2%	+$48.5K	0.07%	295
2022 Q1	$3.17M	Buy	131,586 +3,058	+2%	+$74.3K	0.06%	310
2021 Q4	$3.19M	Buy	128,528 +2,504	+2%	+$62.2K	0.06%	303
2021 Q3	$3.15M	Buy	+126,024	New	+$3.16M	0.06%	304

Other funds holding IBHE

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cetera Advisors's IBHE Position: Q1 2024 in Review

Cetera Advisors increased its iShares iBonds 2025 Term High Yield and Income ETF (IBHE) stake by 19% in Q1 2024, buying an estimated $874K and bringing the position to 232,561 shares worth $5.44M. The position accounts for 0.04% of the portfolio, ranked #431.

Cetera Advisors first reported a position in IBHE in Q3 2021 and has held it in 11 quarters since. 103 funds tracked by Wall St. Rank hold IBHE as of Q1 2024.

Cetera Advisors held 232,561 shares of iShares iBonds 2025 Term High Yield and Income ETF worth $5.44M as of Q1 2024.
Cetera Advisors bought 37,595 iShares iBonds 2025 Term High Yield and Income ETF shares in Q1 2024, an estimated $874K.
iShares iBonds 2025 Term High Yield and Income ETF made up 0.04% of Cetera Advisors's portfolio in Q1 2024, its #431 holding.
Cetera Advisors first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q3 2021 and has held it in 11 quarters since.
103 funds tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q1 2024.

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