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Cetera Advisors’s iShares iBonds 2028 Term High Yield and Income ETF IBHH Stock Holding History

Cetera Advisors’s Portfolio IBHH Stock Details IBHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$234K Buy
+10,045
New +$233K ﹤0.01% 2118

Other funds holding IBHH

NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $374M AUM 22.6% 1-Year Est. Return

Cetera Advisors's IBHH Position: Q1 2024 in Review

Cetera Advisors opened a new position in iShares iBonds 2028 Term High Yield and Income ETF (IBHH) in Q1 2024: 10,045 shares worth $234K. The stake represents ﹤0.01% of the portfolio and ranks #2118 among its holdings.

38 funds tracked by Wall St. Rank hold IBHH as of Q1 2024.

  • Cetera Advisors held 10,045 shares of iShares iBonds 2028 Term High Yield and Income ETF worth $234K as of Q1 2024.
  • iShares iBonds 2028 Term High Yield and Income ETF was a new Cetera Advisors position in Q1 2024.
  • iShares iBonds 2028 Term High Yield and Income ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #2118 holding.
  • 38 funds tracked by Wall St. Rank held iShares iBonds 2028 Term High Yield and Income ETF as of Q1 2024.

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