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Cetera Advisors’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Cetera Advisors’s Portfolio IBHF Stock Details IBHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$702K Buy
30,453
+10,011
+49% +$230K 0.01% 1384
2023
Q4 		$469K Buy
20,442
+3,195
+19% +$72.1K 0.01% 1161
2023
Q3 		$389K Buy
17,247
+888
+5% +$20.1K 0.01% 1191
2023
Q2 		$372K Buy
16,359
+6,689
+69% +$151K 0.01% 1190
2023
Q1 		$220K Buy
+9,670
New +$219K ﹤0.01% 1448

Other funds holding IBHF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
RA
Ruggaard & Associates Hudson, Ohio $252M AUM 14.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Advisors's IBHF Position: Q1 2024 in Review

Cetera Advisors increased its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 49% in Q1 2024, buying an estimated $230K and bringing the position to 30,453 shares worth $702K. The position accounts for 0.01% of the portfolio, ranked #1384.

Cetera Advisors first reported a position in IBHF in Q1 2023 and has held it in 5 quarters since. 76 funds tracked by Wall St. Rank hold IBHF as of Q1 2024.

  • Cetera Advisors held 30,453 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $702K as of Q1 2024.
  • Cetera Advisors bought 10,011 iShares iBonds 2026 Term High Yield and Income ETF shares in Q1 2024, an estimated $230K.
  • iShares iBonds 2026 Term High Yield and Income ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1384 holding.
  • Cetera Advisors first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q1 2023 and has held it in 5 quarters since.
  • 76 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q1 2024.

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