Cetera Investment Advisers’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Cetera Investment Advisers’s Portfolio IBDU Stock Details IBDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.64M	Buy	286,885 +86,980	+44%	+$2.02M	0.01%	1414
2026 Q1	$4.65M	Buy	199,905 +9,843	+5%	+$230K	﹤0.01%	1554
2025 Q4	$4.45M	Buy	190,062 +20,302	+12%	+$476K	﹤0.01%	1539
2025 Q3	$3.98M	Buy	169,760 +29,302	+21%	+$684K	﹤0.01%	1605
2025 Q2	$3.28M	Buy	140,458 +22,077	+19%	+$509K	0.01%	1482
2025 Q1	$2.74M	Buy	+118,381	New	+$2.71M	0.01%	1521
2024 Q3	–	Sell	-45,573	Closed	-$1.03M	–	3828
2024 Q2	$1.03M	Buy	45,573 +17,156	+60%	+$387K	﹤0.01%	2059
2024 Q1	$648K	Buy	+28,417	New	+$648K	﹤0.01%	2411

Other funds holding IBDU

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

CIA

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

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

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

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

Cetera Investment Advisers increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 44% in Q2 2026, buying an estimated $2.02M and bringing the position to 286,885 shares worth $6.64M. The position accounts for 0.01% of the portfolio, ranked #1414.

Cetera Investment Advisers first reported a position in IBDU in Q1 2024 and has held it in 8 quarters since. 387 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Cetera Investment Advisers held 286,885 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $6.64M as of Q2 2026.
Cetera Investment Advisers bought 86,980 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $2.02M.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1414 holding.
Cetera Investment Advisers first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2024 and has held it in 8 quarters since.
387 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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