Cetera Investment Advisers’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.23M	Buy	331,851 +115,929	+54%	+$2.53M	0.01%	1352
2026 Q1	$4.73M	Sell	215,922 -13,923	-6%	-$307K	0.01%	1537
2025 Q4	$5.07M	Buy	229,845 +28,911	+14%	+$639K	0.01%	1454
2025 Q3	$4.45M	Buy	200,934 +70,076	+54%	+$1.54M	0.01%	1492
2025 Q2	$2.88M	Buy	130,858 +14,143	+12%	+$306K	﹤0.01%	1576
2025 Q1	$2.54M	Buy	116,715 +26,759	+30%	+$575K	﹤0.01%	1579
2024 Q4	$1.92M	Buy	89,956 +31,700	+54%	+$685K	﹤0.01%	1696
2024 Q3	$1.29M	Buy	58,256 +15,402	+36%	+$336K	﹤0.01%	1934
2024 Q2	$911K	Sell	42,854 -10,437	-20%	-$220K	﹤0.01%	2144
2024 Q1	$1.14M	Buy	53,291 +35,894	+206%	+$767K	﹤0.01%	1963
2023 Q4	$376K	Buy	17,397 +2,906	+20%	+$60.1K	﹤0.01%	1648
2023 Q3	$295K	Buy	14,491 +167	+1%	+$3.48K	﹤0.01%	1742
2023 Q2	$304K	Buy	+14,324	New	+$305K	﹤0.01%	1737

Other funds holding IBDV

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

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

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

CIA

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

CAI

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HPC

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

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

Cetera Investment Advisers increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 54% in Q2 2026, buying an estimated $2.53M and bringing the position to 331,851 shares worth $7.23M. The position accounts for 0.01% of the portfolio, ranked #1352.

Cetera Investment Advisers first reported a position in IBDV in Q2 2023 and has held it in 13 quarters since. 350 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Cetera Investment Advisers held 331,851 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $7.23M as of Q2 2026.
Cetera Investment Advisers bought 115,929 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $2.53M.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1352 holding.
Cetera Investment Advisers first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q2 2023 and has held it in 13 quarters since.
350 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

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