Cetera Investment Advisers
IBDS icon

Cetera Investment Advisers’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Cetera Investment Advisers’s Portfolio IBDS Stock Details IBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.12M Buy
293,757
+8,732
+3% +$212K 0.01% 1285
2025
Q4 		$6.92M Buy
285,025
+17,643
+7% +$429K 0.01% 1248
2025
Q3 		$6.51M Buy
267,382
+43,112
+19% +$1.05M 0.01% 1225
2025
Q2 		$5.44M Buy
224,270
+9,954
+5% +$240K 0.01% 1136
2025
Q1 		$5.18M Buy
214,316
+50,780
+31% +$1.22M 0.01% 1092
2024
Q4 		$3.92M Buy
163,536
+56,218
+52% +$1.35M 0.01% 1186
2024
Q3 		$2.62M Buy
107,318
+27,129
+34% +$654K 0.01% 1416
2024
Q2 		$1.9M Sell
80,189
-631
-0.8% -$14.9K ﹤0.01% 1614
2024
Q1 		$1.92M Buy
80,820
+47,719
+144% +$1.14M ﹤0.01% 1576
2023
Q4 		$792K Buy
33,101
+4,233
+15% +$98.8K 0.01% 1236
2023
Q3 		$668K Buy
28,868
+64
+0.2% +$1.49K 0.01% 1273
2023
Q2 		$676K Buy
+28,804
New +$682K 0.01% 1278

Other funds holding IBDS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return