Cetera Advisors’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Cetera Advisors’s Portfolio IBTE Stock Details IBTE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$2.03M	Buy	84,685 +63,224	+295%	+$1.51M	0.02%	815
2023 Q4	$512K	Buy	21,461 +8,090	+61%	+$193K	0.01%	1114
2023 Q3	$319K	Sell	13,371 -682	-5%	-$16.2K	0.01%	1288
2023 Q2	$334K	Sell	14,053 -2,586	-16%	-$61.8K	0.01%	1255
2023 Q1	$400K	Sell	16,639 -2,482	-13%	-$59.3K	0.01%	1132
2022 Q4	$456K	Buy	+19,121	New	+$456K	0.01%	1028

Other funds holding IBTE

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Cetera Advisors's IBTE Position: Q1 2024 in Review

Cetera Advisors increased its iShares iBonds Dec 2024 Term Treasury ETF (IBTE) stake by 295% in Q1 2024, buying an estimated $1.51M and bringing the position to 84,685 shares worth $2.03M. The position accounts for 0.02% of the portfolio, ranked #815.

Cetera Advisors first reported a position in IBTE in Q4 2022 and has held it in 6 quarters since. 294 funds tracked by Wall St. Rank hold IBTE as of Q1 2024.

Cetera Advisors held 84,685 shares of iShares iBonds Dec 2024 Term Treasury ETF worth $2.03M as of Q1 2024.
Cetera Advisors bought 63,224 iShares iBonds Dec 2024 Term Treasury ETF shares in Q1 2024, an estimated $1.51M.
iShares iBonds Dec 2024 Term Treasury ETF made up 0.02% of Cetera Advisors's portfolio in Q1 2024, its #815 holding.
Cetera Advisors first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q4 2022 and has held it in 6 quarters since.
294 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q1 2024.

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