Cetera Investment Advisers
IBDV icon

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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return