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Cetera Advisors’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

Cetera Advisors’s Portfolio IMTB Stock Details IMTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-185
Closed -$9K – 1106
2019
Q1 		$9K Buy
+185
New +$8.99K ﹤0.01% 1145

Other funds holding IMTB

DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
WP
WealthShield Partners Cary, North Carolina $898M AUM 19.35% 1-Year Est. Return

Cetera Advisors's IMTB Position: Q2 2019 in Review

Cetera Advisors sold out of iShares Core 5-10 Year USD Bond ETF (IMTB) in Q2 2019, closing a stake of 185 shares — an estimated $9K sold.

Cetera Advisors first reported a position in IMTB in Q1 2019 and held it in 1 quarter. The position peaked at $9K in Q1 2019. 26 funds tracked by Wall St. Rank hold IMTB as of Q2 2019.

  • Cetera Advisors reported no remaining iShares Core 5-10 Year USD Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Cetera Advisors sold 185 iShares Core 5-10 Year USD Bond ETF shares in Q2 2019, an estimated $9K.
  • Cetera Advisors first reported a position in iShares Core 5-10 Year USD Bond ETF in Q1 2019 and held it in 1 quarter.
  • Cetera Advisors's iShares Core 5-10 Year USD Bond ETF position peaked at $9K in Q1 2019.
  • 26 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q2 2019.

Based on Cetera Advisors's 13F filing for Q2 2019, filed 12 Aug 2019.