Cetera Investment Advisers
IBHC

Cetera Investment Advisers’s iShares iBonds 2023 Term High Yield and Income ETF IBHC Stock Holding History

Cetera Investment Advisers’s Portfolio IBHC Stock Details IBHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-15,364
Closed -$363K – 2369
2023
Q3 		$363K Buy
15,364
+1,868
+14% +$44.1K ﹤0.01% 1599
2023
Q2 		$319K Sell
13,496
-7,555
-36% -$178K ﹤0.01% 1708
2023
Q1 		$497K Buy
21,051
+7,555
+56% +$178K ﹤0.01% 1437
2022
Q4 		$317K Buy
+13,496
New +$316K ﹤0.01% 1635

Other funds holding IBHC

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Cetera Investment Advisers sold out of iShares iBonds 2023 Term High Yield and Income ETF (IBHC) in Q4 2023, closing a stake of 15,364 shares — an estimated $363K sold.

Cetera Investment Advisers first reported a position in IBHC in Q4 2022 and held it in 4 quarters. The position peaked at $497K in Q1 2023. 1 fund tracked by Wall St. Rank holds IBHC as of Q4 2023.

  • Cetera Investment Advisers reported no remaining iShares iBonds 2023 Term High Yield and Income ETF position as of Q4 2023 after selling out during the quarter.
  • Cetera Investment Advisers sold 15,364 iShares iBonds 2023 Term High Yield and Income ETF shares in Q4 2023, an estimated $363K.
  • Cetera Investment Advisers first reported a position in iShares iBonds 2023 Term High Yield and Income ETF in Q4 2022 and held it in 4 quarters.
  • Cetera Investment Advisers's iShares iBonds 2023 Term High Yield and Income ETF position peaked at $497K in Q1 2023.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2023 Term High Yield and Income ETF as of Q4 2023.

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