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Cetera Advisors’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Cetera Advisors’s Portfolio IBTJ Stock Details IBTJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-21,934
Closed -$478K – 2454
2023
Q4 		$478K Buy
21,934
+492
+2% +$10.4K 0.01% 1152
2023
Q3 		$450K Buy
21,442
+5,042
+31% +$108K 0.01% 1122
2023
Q2 		$355K Buy
16,400
+4,050
+33% +$89.2K 0.01% 1217
2023
Q1 		$274K Buy
+12,350
New +$271K ﹤0.01% 1329

Other funds holding IBTJ

AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
WIM
Waycross Investment Management Bellingham, Washington $131M AUM 16.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FA
Fagan Associates Troy, New York $719M AUM 26.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Advisors's IBTJ Position: Q1 2024 in Review

Cetera Advisors sold out of iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) in Q1 2024, closing a stake of 21,934 shares — an estimated $478K sold.

Cetera Advisors first reported a position in IBTJ in Q1 2023 and held it in 4 quarters. The position peaked at $478K in Q4 2023. 93 funds tracked by Wall St. Rank hold IBTJ as of Q1 2024.

  • Cetera Advisors reported no remaining iShares iBonds Dec 2029 Term Treasury ETF position as of Q1 2024 after selling out during the quarter.
  • Cetera Advisors sold 21,934 iShares iBonds Dec 2029 Term Treasury ETF shares in Q1 2024, an estimated $478K.
  • Cetera Advisors first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q1 2023 and held it in 4 quarters.
  • Cetera Advisors's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $478K in Q4 2023.
  • 93 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q1 2024.

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