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Cetera Advisors’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Cetera Advisors’s Portfolio IBTH Stock Details IBTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-10,569
Closed -$235K – 1683
2022
Q4 		$235K Buy
+10,569
New +$235K ﹤0.01% 1362

Other funds holding IBTH

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FCA
FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RHP
Royal Harbor Partners Houston, Texas $295M AUM 14.06% 1-Year Est. Return

Cetera Advisors's IBTH Position: Q1 2023 in Review

Cetera Advisors sold out of iShares iBonds Dec 2027 Term Treasury ETF (IBTH) in Q1 2023, closing a stake of 10,569 shares — an estimated $235K sold.

Cetera Advisors first reported a position in IBTH in Q4 2022 and held it in 1 quarter. The position peaked at $235K in Q4 2022. 67 funds tracked by Wall St. Rank hold IBTH as of Q1 2023.

  • Cetera Advisors reported no remaining iShares iBonds Dec 2027 Term Treasury ETF position as of Q1 2023 after selling out during the quarter.
  • Cetera Advisors sold 10,569 iShares iBonds Dec 2027 Term Treasury ETF shares in Q1 2023, an estimated $235K.
  • Cetera Advisors first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2022 and held it in 1 quarter.
  • Cetera Advisors's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $235K in Q4 2022.
  • 67 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q1 2023.

Based on Cetera Advisors's 13F filing for Q1 2023, filed 15 May 2023.