Cetera Investment Advisers
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Cetera Investment Advisers’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Cetera Investment Advisers’s Portfolio IBDT Stock Details IBDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.99M Buy
356,117
+95,826
+37% +$2.42M 0.01% 1226
2026
Q1 		$6.59M Sell
260,291
-3,392
-1% -$86.3K 0.01% 1323
2025
Q4 		$6.71M Buy
263,683
+31,754
+14% +$809K 0.01% 1268
2025
Q3 		$5.92M Buy
231,929
+25,281
+12% +$643K 0.01% 1303
2025
Q2 		$5.25M Buy
206,648
+18,020
+10% +$454K 0.01% 1161
2025
Q1 		$4.76M Buy
188,628
+61,383
+48% +$1.54M 0.01% 1147
2024
Q4 		$3.17M Buy
127,245
+42,474
+50% +$1.07M 0.01% 1319
2024
Q3 		$2.16M Buy
84,771
+19,119
+29% +$482K ﹤0.01% 1578
2024
Q2 		$1.63M Sell
65,652
-36,014
-35% -$888K ﹤0.01% 1728
2024
Q1 		$2.53M Buy
101,666
+92,698
+1,034% +$2.31M 0.01% 1390
2023
Q4 		$225K Buy
+8,968
New +$218K ﹤0.01% 1971

Other funds holding IBDT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

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

Cetera Investment Advisers increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 37% in Q2 2026, buying an estimated $2.42M and bringing the position to 356,117 shares worth $8.99M. The position accounts for 0.01% of the portfolio, ranked #1226.

Cetera Investment Advisers first reported a position in IBDT in Q4 2023 and has held it in 11 quarters since. 436 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

  • Cetera Investment Advisers held 356,117 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $8.99M as of Q2 2026.
  • Cetera Investment Advisers bought 95,826 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $2.42M.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1226 holding.
  • Cetera Investment Advisers first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
  • 436 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

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