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Cetera Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Cetera Advisors’s Portfolio ISTB Stock Details ISTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$494K Buy
+10,404
New +$493K ﹤0.01% 1611
2023
Q4 		– Sell
-5,624
Closed -$261K – 1838
2023
Q3 		$261K Buy
5,624
+35
+0.6% +$1.63K ﹤0.01% 1397
2023
Q2 		$261K Sell
5,589
-530
-9% -$24.9K ﹤0.01% 1375
2023
Q1 		$289K Sell
6,119
-611
-9% -$28.6K ﹤0.01% 1307
2022
Q4 		$313K Buy
+6,730
New +$311K 0.01% 1209
2022
Q2 		– Sell
-4,266
Closed -$207K – 1426
2022
Q1 		$207K Sell
4,266
-1,399
-25% -$69.1K ﹤0.01% 1294
2021
Q4 		$286K Buy
5,665
+188
+3% +$9.52K 0.01% 1138
2021
Q3 		$280K Sell
5,477
-4,049
-43% -$207K 0.01% 1139
2021
Q2 		$489K Sell
9,526
-1,622
-15% -$83.2K 0.01% 833
2021
Q1 		$572K Sell
11,148
-1,016
-8% -$52.3K 0.02% 685
2020
Q4 		$628K Sell
12,164
-3,988
-25% -$205K 0.02% 553
2020
Q3 		$833K Buy
16,152
+1,941
+14% +$100K 0.03% 413
2020
Q2 		$731K Buy
14,211
+382
+3% +$19.5K 0.03% 434
2020
Q1 		$698K Sell
13,829
-16,550
-54% -$835K 0.04% 385
2019
Q4 		$1.53M Buy
30,379
+568
+2% +$28.6K 0.07% 279
2019
Q3 		$1.5M Buy
+29,811
New +$1.5M 0.07% 270
2019
Q2 		– Sell
-1,247
Closed -$62K – 1113
2019
Q1 		$62K Buy
+1,247
New +$61.6K ﹤0.01% 949
2018
Q2 		– Sell
-11,387
Closed -$562K – 885
2018
Q1 		$562K Sell
11,387
-1,764
-13% -$87.2K 0.03% 447
2017
Q4 		$656K Buy
+13,151
New +$657K 0.04% 376

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cetera Advisors's ISTB Position: Q1 2024 in Review

Cetera Advisors opened a new position in iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2024: 10,404 shares worth $494K. The stake represents ﹤0.01% of the portfolio and ranks #1611 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in ISTB as recently as Q3 2023.

Cetera Advisors first reported a position in ISTB in Q4 2017 and has held it in 19 quarters since. The position peaked at $1.53M in Q4 2019. 379 funds tracked by Wall St. Rank hold ISTB as of Q1 2024.

  • Cetera Advisors held 10,404 shares of iShares Core 1-5 Year USD Bond ETF worth $494K as of Q1 2024.
  • iShares Core 1-5 Year USD Bond ETF was a new Cetera Advisors position in Q1 2024.
  • iShares Core 1-5 Year USD Bond ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1611 holding.
  • Cetera Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2017 and has held it in 19 quarters since.
  • Cetera Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $1.53M in Q4 2019.
  • 379 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2024.

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