Cetera Investment Advisers
IBDP

Cetera Investment Advisers’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Cetera Investment Advisers’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-79,549
Closed -$2.01M – 3924
2024
Q3 		$2.01M Buy
79,549
+5,271
+7% +$132K ﹤0.01% 1631
2024
Q2 		$1.87M Sell
74,278
-5,736
-7% -$144K ﹤0.01% 1622
2024
Q1 		$2M Buy
80,014
+6,422
+9% +$160K ﹤0.01% 1541
2023
Q4 		$1.83M Sell
73,592
-6,677
-8% -$166K 0.01% 832
2023
Q3 		$1.99M Buy
80,269
+63,369
+375% +$1.56M 0.02% 752
2023
Q2 		$416K Buy
+16,900
New +$416K ﹤0.01% 1552

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Cetera Investment Advisers's IBDP Position: Q4 2024 in Review

Cetera Investment Advisers sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 79,549 shares — an estimated $2.01M sold.

Cetera Investment Advisers first reported a position in IBDP in Q2 2023 and held it in 6 quarters. The position peaked at $2.01M in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Cetera Investment Advisers reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Cetera Investment Advisers sold 79,549 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $2.01M.
  • Cetera Investment Advisers first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q2 2023 and held it in 6 quarters.
  • Cetera Investment Advisers's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $2.01M in Q3 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Cetera Investment Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.