Cetera Advisors’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Cetera Advisors’s Portfolio IBMR Stock Details IBMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$505K	Buy	+20,000	New	+$508K	﹤0.01%	1596

Other funds holding IBMR

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

Envestnet Asset Management

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

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

Cetera Advisors's IBMR Position: Q1 2024 in Review

Cetera Advisors opened a new position in iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) in Q1 2024: 20,000 shares worth $505K. The stake represents ﹤0.01% of the portfolio and ranks #1596 among its holdings.

48 funds tracked by Wall St. Rank hold IBMR as of Q1 2024.

Cetera Advisors held 20,000 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $505K as of Q1 2024.
iShares iBonds Dec 2029 Term Muni Bond ETF was a new Cetera Advisors position in Q1 2024.
iShares iBonds Dec 2029 Term Muni Bond ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1596 holding.
48 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q1 2024.

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