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Cetera Advisors’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Cetera Advisors’s Portfolio IBTG Stock Details IBTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$544K Buy
23,962
+10,297
+75% +$234K ﹤0.01% 1539
2023
Q4 		$312K Buy
13,665
+2,367
+21% +$53.4K ﹤0.01% 1399
2023
Q3 		$254K Buy
11,298
+174
+2% +$3.92K ﹤0.01% 1409
2023
Q2 		$252K Buy
11,124
+89
+0.8% +$2.04K ﹤0.01% 1389
2023
Q1 		$255K Buy
11,035
+580
+6% +$13.3K ﹤0.01% 1368
2022
Q4 		$237K Buy
+10,455
New +$237K ﹤0.01% 1354

Other funds holding IBTG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
ICG
InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Cetera Advisors's IBTG Position: Q1 2024 in Review

Cetera Advisors increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 75% in Q1 2024, buying an estimated $234K and bringing the position to 23,962 shares worth $544K. The position accounts for ﹤0.01% of the portfolio, ranked #1539.

Cetera Advisors first reported a position in IBTG in Q4 2022 and has held it in 6 quarters since. 178 funds tracked by Wall St. Rank hold IBTG as of Q1 2024.

  • Cetera Advisors held 23,962 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $544K as of Q1 2024.
  • Cetera Advisors bought 10,297 iShares iBonds Dec 2026 Term Treasury ETF shares in Q1 2024, an estimated $234K.
  • iShares iBonds Dec 2026 Term Treasury ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1539 holding.
  • Cetera Advisors first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2022 and has held it in 6 quarters since.
  • 178 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q1 2024.

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