Cetera Advisors’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Cetera Advisors’s Portfolio IBTF Stock Details IBTF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$1.11M	Buy	47,746 +12,469	+35%	+$290K	0.01%	1112
2023 Q4	$821K	Sell	35,277 -7,351	-17%	-$170K	0.01%	857
2023 Q3	$984K	Buy	42,628 +2,150	+5%	+$49.6K	0.02%	734
2023 Q2	$936K	Buy	40,478 +24,174	+148%	+$565K	0.01%	735
2023 Q1	$384K	Sell	16,304 -1,199	-7%	-$28K	0.01%	1155
2022 Q4	$407K	Buy	+17,503	New	+$407K	0.01%	1078

Other funds holding IBTF

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

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

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

HPC

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

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

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

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

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

Cetera Advisors's IBTF Position: Q1 2024 in Review

Cetera Advisors increased its iShares iBonds Dec 2025 Term Treasury ETF (IBTF) stake by 35% in Q1 2024, buying an estimated $290K and bringing the position to 47,746 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #1112.

Cetera Advisors first reported a position in IBTF in Q4 2022 and has held it in 6 quarters since. 235 funds tracked by Wall St. Rank hold IBTF as of Q1 2024.

Cetera Advisors held 47,746 shares of iShares iBonds Dec 2025 Term Treasury ETF worth $1.11M as of Q1 2024.
Cetera Advisors bought 12,469 iShares iBonds Dec 2025 Term Treasury ETF shares in Q1 2024, an estimated $290K.
iShares iBonds Dec 2025 Term Treasury ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1112 holding.
Cetera Advisors first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2022 and has held it in 6 quarters since.
235 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q1 2024.

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