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
Q2 		$11.4M Buy
471,188
+116,931
+33% +$2.83M 0.01% 1075
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 $1.55T AUM 33.47% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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 $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Cetera Investment Advisers's IBDR Position: Q2 2026 in Review

Cetera Investment Advisers increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 33% in Q2 2026, buying an estimated $2.83M and bringing the position to 471,188 shares worth $11.4M. The position accounts for 0.01% of the portfolio, ranked #1075.

Cetera Investment Advisers first reported a position in IBDR in Q2 2023 and has held it in 13 quarters since. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

  • Cetera Investment Advisers held 471,188 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $11.4M as of Q2 2026.
  • Cetera Investment Advisers bought 116,931 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $2.83M.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1075 holding.
  • Cetera Investment Advisers first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2023 and has held it in 13 quarters since.
  • 422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.