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 Q2	$9.05M	Buy	373,549 +79,792	+27%	+$1.93M	0.01%	1222
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

Cetera Investment Advisers increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 27% in Q2 2026, buying an estimated $1.93M and bringing the position to 373,549 shares worth $9.05M. The position accounts for 0.01% of the portfolio, ranked #1222.

Cetera Investment Advisers first reported a position in IBDS in Q2 2023 and has held it in 13 quarters since. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Cetera Investment Advisers held 373,549 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $9.05M as of Q2 2026.
Cetera Investment Advisers bought 79,792 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $1.93M.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1222 holding.
Cetera Investment Advisers first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q2 2023 and has held it in 13 quarters since.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

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