Cetera Investment Advisers
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Cetera Investment Advisers’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Cetera Investment Advisers’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.59M Buy
354,257
+38,871
+12% +$942K 0.01% 1157
2025
Q4 		$7.64M Buy
315,386
+26,759
+9% +$649K 0.01% 1196
2025
Q3 		$7.01M Buy
288,627
+54,612
+23% +$1.32M 0.01% 1185
2025
Q2 		$5.67M Sell
234,015
-2,396
-1% -$57.9K 0.01% 1114
2025
Q1 		$5.72M Buy
236,411
+31,035
+15% +$749K 0.01% 1031
2024
Q4 		$4.94M Buy
205,376
+51,450
+33% +$1.24M 0.01% 1037
2024
Q3 		$3.74M Buy
153,926
+49,202
+47% +$1.18M 0.01% 1176
2024
Q2 		$2.49M Sell
104,724
-29,190
-22% -$693K 0.01% 1409
2024
Q1 		$3.19M Buy
133,914
+85,192
+175% +$2.03M 0.01% 1244
2023
Q4 		$1.16M Buy
48,722
+14,375
+42% +$338K 0.01% 1022
2023
Q3 		$801K Buy
34,347
+1,505
+5% +$35.2K 0.01% 1153
2023
Q2 		$771K Buy
+32,842
New +$776K 0.01% 1198

Other funds holding IBDR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cetera Investment Advisers's IBDR Position: Q1 2026 in Review

Cetera Investment Advisers increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 12% in Q1 2026, buying an estimated $942K and bringing the position to 354,257 shares worth $8.59M. The position accounts for 0.01% of the portfolio, ranked #1157.

Cetera Investment Advisers first reported a position in IBDR in Q2 2023 and has held it in 12 quarters since. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

  • Cetera Investment Advisers held 354,257 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $8.59M as of Q1 2026.
  • Cetera Investment Advisers bought 38,871 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $942K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #1157 holding.
  • Cetera Investment Advisers first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2023 and has held it in 12 quarters since.
  • 439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.