Cetera Investment Advisers
IBDO

Cetera Investment Advisers’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Cetera Investment Advisers’s Portfolio IBDO Stock Details IBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-12,592
Closed -$319K – 2370
2023
Q3 		$319K Buy
12,592
+2,348
+23% +$59.4K ﹤0.01% 1681
2023
Q2 		$259K Buy
+10,244
New +$258K ﹤0.01% 1836

Other funds holding IBDO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Cetera Investment Advisers's IBDO Position: Q4 2023 in Review

Cetera Investment Advisers sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 12,592 shares — an estimated $319K sold.

Cetera Investment Advisers first reported a position in IBDO in Q2 2023 and held it in 2 quarters. The position peaked at $319K in Q3 2023. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Cetera Investment Advisers reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Cetera Investment Advisers sold 12,592 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $319K.
  • Cetera Investment Advisers first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q2 2023 and held it in 2 quarters.
  • Cetera Investment Advisers's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $319K in Q3 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Cetera Investment Advisers's 13F filing for Q4 2023, filed 13 Feb 2024.