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Cetera Advisors’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

Cetera Advisors’s Portfolio IBHG Stock Details IBHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$483K Buy
21,701
+4,581
+27% +$102K ﹤0.01% 1631
2023
Q4 		$380K Buy
17,120
+2,486
+17% +$53.8K 0.01% 1284
2023
Q3 		$315K Sell
14,634
-30
-0.2% -$651 ﹤0.01% 1297
2023
Q2 		$320K Buy
+14,664
New +$318K 0.01% 1279

Other funds holding IBHG

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $374M AUM 22.6% 1-Year Est. Return

Cetera Advisors's IBHG Position: Q1 2024 in Review

Cetera Advisors increased its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) stake by 27% in Q1 2024, buying an estimated $102K and bringing the position to 21,701 shares worth $483K. The position accounts for ﹤0.01% of the portfolio, ranked #1631.

Cetera Advisors first reported a position in IBHG in Q2 2023 and has held it in 4 quarters since. 46 funds tracked by Wall St. Rank hold IBHG as of Q1 2024.

  • Cetera Advisors held 21,701 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $483K as of Q1 2024.
  • Cetera Advisors bought 4,581 iShares iBonds 2027 Term High Yield and Income ETF shares in Q1 2024, an estimated $102K.
  • iShares iBonds 2027 Term High Yield and Income ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1631 holding.
  • Cetera Advisors first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q2 2023 and has held it in 4 quarters since.
  • 46 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q1 2024.

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