Cetera Investment Advisers
IBTD

Cetera Investment Advisers’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Cetera Investment Advisers’s Portfolio IBTD Stock Details IBTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-232,304
Closed -$5.77M – 2371
2023
Q3 		$5.77M Buy
232,304
+63,053
+37% +$1.56M 0.05% 368
2023
Q2 		$4.2M Buy
169,251
+71,672
+73% +$1.77M 0.04% 468
2023
Q1 		$2.42M Buy
97,579
+278
+0.3% +$6.88K 0.02% 670
2022
Q4 		$2.4M Buy
+97,301
New +$2.4M 0.02% 627

Other funds holding IBTD

GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Cetera Investment Advisers sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 232,304 shares — an estimated $5.77M sold.

Cetera Investment Advisers first reported a position in IBTD in Q4 2022 and held it in 4 quarters. The position peaked at $5.77M in Q3 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

  • Cetera Investment Advisers reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Cetera Investment Advisers sold 232,304 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $5.77M.
  • Cetera Investment Advisers first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q4 2022 and held it in 4 quarters.
  • Cetera Investment Advisers's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $5.77M in Q3 2023.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

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