Cetera Advisors’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Cetera Advisors’s Portfolio IBTD Stock Details IBTD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-19,003	Closed	-$472K	–	1884
2023 Q3	$472K	Sell	19,003 -18,151	-49%	-$450K	0.01%	1096
2023 Q2	$922K	Buy	37,154 +4,022	+12%	+$99.6K	0.01%	742
2023 Q1	$822K	Buy	33,132 +14,162	+75%	+$350K	0.01%	771
2022 Q4	$469K	Buy	+18,970	New	+$469K	0.01%	1010

Other funds holding IBTD

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Cetera Advisors's IBTD Position: Q4 2023 in Review

Cetera Advisors sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 19,003 shares — an estimated $472K sold.

Cetera Advisors first reported a position in IBTD in Q4 2022 and held it in 4 quarters. The position peaked at $922K in Q2 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

Cetera Advisors reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
Cetera Advisors sold 19,003 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $472K.
Cetera Advisors first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q4 2022 and held it in 4 quarters.
Cetera Advisors's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $922K in Q2 2023.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Cetera Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.