Cetera Investment Advisers
IBTE

Cetera Investment Advisers’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Cetera Investment Advisers’s Portfolio IBTE Stock Details IBTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-206,078
Closed -$4.95M – 3916
2024
Q3 		$4.95M Sell
206,078
-47,534
-19% -$1.14M 0.01% 1009
2024
Q2 		$6.08M Sell
253,612
-104,846
-29% -$2.51M 0.01% 900
2024
Q1 		$8.58M Buy
358,458
+18,962
+6% +$453K 0.02% 723
2023
Q4 		$8.1M Buy
339,496
+59,014
+21% +$1.41M 0.07% 278
2023
Q3 		$6.69M Buy
280,482
+125,631
+81% +$2.99M 0.06% 326
2023
Q2 		$3.69M Buy
154,851
+66,386
+75% +$1.59M 0.03% 516
2023
Q1 		$2.12M Sell
88,465
-3,994
-4% -$95.4K 0.02% 709
2022
Q4 		$2.21M Buy
+92,459
New +$2.21M 0.02% 667

Other funds holding IBTE

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

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

Cetera Investment Advisers sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 206,078 shares — an estimated $4.95M sold.

Cetera Investment Advisers first reported a position in IBTE in Q4 2022 and held it in 8 quarters. The position peaked at $8.58M in Q1 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Cetera Investment Advisers reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Cetera Investment Advisers sold 206,078 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $4.95M.
  • Cetera Investment Advisers first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q4 2022 and held it in 8 quarters.
  • Cetera Investment Advisers's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $8.58M in Q1 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

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