Cetera Investment Advisers’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

Cetera Investment Advisers’s Portfolio IMTB Stock Details IMTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-7,455	Closed	-$315K	–	2143
2022 Q3	$315K	Buy	7,455 +155	+2%	+$6.91K	0.01%	1236
2022 Q2	$327K	Buy	7,300 +110	+2%	+$4.99K	0.01%	1360
2022 Q1	$341K	Sell	7,190 -852	-11%	-$41.5K	﹤0.01%	1406
2021 Q4	$405K	Buy	8,042 +1,265	+19%	+$64.2K	0.01%	1312
2021 Q3	$347K	Buy	6,777 +135	+2%	+$6.96K	0.01%	1343
2021 Q2	$342K	Sell	6,642 -524	-7%	-$26.9K	0.01%	1334
2021 Q1	$365K	Buy	7,166 +89	+1%	+$4.6K	0.01%	1152
2020 Q4	$371K	Buy	+7,077	New	+$370K	0.01%	1120

Other funds holding IMTB

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

FCA

FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PFM

Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Cetera Investment Advisers's IMTB Position: Q4 2022 in Review

Cetera Investment Advisers sold out of iShares Core 5-10 Year USD Bond ETF (IMTB) in Q4 2022, closing a stake of 7,455 shares — an estimated $315K sold.

Cetera Investment Advisers first reported a position in IMTB in Q4 2020 and held it in 8 quarters. The position peaked at $405K in Q4 2021. 43 funds tracked by Wall St. Rank hold IMTB as of Q4 2022.

Cetera Investment Advisers reported no remaining iShares Core 5-10 Year USD Bond ETF position as of Q4 2022 after selling out during the quarter.
Cetera Investment Advisers sold 7,455 iShares Core 5-10 Year USD Bond ETF shares in Q4 2022, an estimated $315K.
Cetera Investment Advisers first reported a position in iShares Core 5-10 Year USD Bond ETF in Q4 2020 and held it in 8 quarters.
Cetera Investment Advisers's iShares Core 5-10 Year USD Bond ETF position peaked at $405K in Q4 2021.
43 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q4 2022.

Based on Cetera Investment Advisers's 13F filing for Q4 2022, filed 14 Feb 2023.