Cetera Advisors’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Cetera Advisors’s Portfolio IBMN Stock Details IBMN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$358K	Buy	+13,545	New	+$359K	﹤0.01%	1824

Other funds holding IBMN

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Advisors's IBMN Position: Q1 2024 in Review

Cetera Advisors opened a new position in iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q1 2024: 13,545 shares worth $358K. The stake represents ﹤0.01% of the portfolio and ranks #1824 among its holdings.

151 funds tracked by Wall St. Rank hold IBMN as of Q1 2024.

Cetera Advisors held 13,545 shares of iShares iBonds Dec 2025 Term Muni Bond ETF worth $358K as of Q1 2024.
iShares iBonds Dec 2025 Term Muni Bond ETF was a new Cetera Advisors position in Q1 2024.
iShares iBonds Dec 2025 Term Muni Bond ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1824 holding.
151 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q1 2024.

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