Cetera Advisors’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Cetera Advisors’s Portfolio IBTG Stock Details IBTG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$544K	Buy	23,962 +10,297	+75%	+$234K	﹤0.01%	1539
2023 Q4	$312K	Buy	13,665 +2,367	+21%	+$53.4K	﹤0.01%	1399
2023 Q3	$254K	Buy	11,298 +174	+2%	+$3.92K	﹤0.01%	1409
2023 Q2	$252K	Buy	11,124 +89	+0.8%	+$2.04K	﹤0.01%	1389
2023 Q1	$255K	Buy	11,035 +580	+6%	+$13.3K	﹤0.01%	1368
2022 Q4	$237K	Buy	+10,455	New	+$237K	﹤0.01%	1354

Other funds holding IBTG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Bank of America

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return