Cetera Advisors’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Cetera Advisors’s Portfolio IBMP Stock Details IBMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$508K	Buy	+20,190	New	+$510K	﹤0.01%	1588

Other funds holding IBMP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Advisors's IBMP Position: Q1 2024 in Review

Cetera Advisors opened a new position in iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q1 2024: 20,190 shares worth $508K. The stake represents ﹤0.01% of the portfolio and ranks #1588 among its holdings.

122 funds tracked by Wall St. Rank hold IBMP as of Q1 2024.

Cetera Advisors held 20,190 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $508K as of Q1 2024.
iShares iBonds Dec 2027 Term Muni Bond ETF was a new Cetera Advisors position in Q1 2024.
iShares iBonds Dec 2027 Term Muni Bond ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1588 holding.
122 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q1 2024.

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