Cetera Advisors’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Cetera Advisors’s Portfolio ILTB Stock Details ILTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$510K	Buy	9,978 +308	+3%	+$15.7K	﹤0.01%	1586
2023 Q4	$508K	Buy	+9,670	New	+$467K	0.01%	1118
2020 Q1	–	Sell	-8,467	Closed	-$576K	–	884
2019 Q4	$576K	Sell	8,467 -15,218	-64%	-$1.04M	0.02%	511
2019 Q3	$1.64M	Buy	23,685 +6,383	+37%	+$434K	0.07%	255
2019 Q2	$1.14M	Buy	+17,302	New	+$1.09M	0.05%	342

Other funds holding ILTB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Cetera Advisors's ILTB Position: Q1 2024 in Review

Cetera Advisors increased its iShares Core 10+ Year USD Bond ETF (ILTB) stake by 3.2% in Q1 2024, buying an estimated $15.7K and bringing the position to 9,978 shares worth $510K. The position accounts for ﹤0.01% of the portfolio, ranked #1586.

Cetera Advisors first reported a position in ILTB in Q2 2019 and has held it in 5 quarters since. The position peaked at $1.64M in Q3 2019. 89 funds tracked by Wall St. Rank hold ILTB as of Q1 2024.

Cetera Advisors held 9,978 shares of iShares Core 10+ Year USD Bond ETF worth $510K as of Q1 2024.
Cetera Advisors bought 308 iShares Core 10+ Year USD Bond ETF shares in Q1 2024, an estimated $15.7K.
iShares Core 10+ Year USD Bond ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1586 holding.
Cetera Advisors first reported a position in iShares Core 10+ Year USD Bond ETF in Q2 2019 and has held it in 5 quarters since.
Cetera Advisors's iShares Core 10+ Year USD Bond ETF position peaked at $1.64M in Q3 2019.
89 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q1 2024.

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