CA
IBMM

Cetera Advisors’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Cetera Advisors’s Portfolio IBMM Stock Details IBMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$338K Buy
+13,035
New +$338K ﹤0.01% 1859

Other funds holding IBMM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Advisors's IBMM Position: Q1 2024 in Review

Cetera Advisors opened a new position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q1 2024: 13,035 shares worth $338K. The stake represents ﹤0.01% of the portfolio and ranks #1859 among its holdings.

161 funds tracked by Wall St. Rank hold IBMM as of Q1 2024.

  • Cetera Advisors held 13,035 shares of iShares iBonds Dec 2024 Term Muni Bond ETF worth $338K as of Q1 2024.
  • iShares iBonds Dec 2024 Term Muni Bond ETF was a new Cetera Advisors position in Q1 2024.
  • iShares iBonds Dec 2024 Term Muni Bond ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1859 holding.
  • 161 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q1 2024.

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