Cetera Investment Advisers
IBML

Cetera Investment Advisers’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Cetera Investment Advisers’s Portfolio IBML Stock Details IBML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-10,275
Closed -$262K – 2373
2023
Q3 		$262K Hold
10,275
– – ﹤0.01% 1819
2023
Q2 		$262K Hold
10,275
– – ﹤0.01% 1829
2023
Q1 		$261K Sell
10,275
-1,653
-14% -$42K ﹤0.01% 1786
2022
Q4 		$302K Buy
+11,928
New +$302K ﹤0.01% 1663

Other funds holding IBML

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

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

Cetera Investment Advisers sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 10,275 shares — an estimated $262K sold.

Cetera Investment Advisers first reported a position in IBML in Q4 2022 and held it in 4 quarters. The position peaked at $302K in Q4 2022. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

  • Cetera Investment Advisers reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Cetera Investment Advisers sold 10,275 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $262K.
  • Cetera Investment Advisers first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q4 2022 and held it in 4 quarters.
  • Cetera Investment Advisers's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $302K in Q4 2022.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2023.

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