Cetera Investment Advisers
IBDW icon

Cetera Investment Advisers’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Cetera Investment Advisers’s Portfolio IBDW Stock Details IBDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.45M Buy
165,005
+24,876
+18% +$525K ﹤0.01% 1781
2025
Q4 		$2.96M Buy
140,129
+8,070
+6% +$171K ﹤0.01% 1862
2025
Q3 		$2.8M Buy
132,059
+22,185
+20% +$467K ﹤0.01% 1886
2025
Q2 		$2.31M Buy
109,874
+15,433
+16% +$319K ﹤0.01% 1740
2025
Q1 		$1.96M Buy
94,441
+24,409
+35% +$501K ﹤0.01% 1762
2024
Q4 		$1.43M Buy
70,032
+28,627
+69% +$592K ﹤0.01% 1910
2024
Q3 		$879K Buy
41,405
+21,497
+108% +$448K ﹤0.01% 2212
2024
Q2 		$404K Buy
+19,908
New +$402K ﹤0.01% 2761
2024
Q1 		– Sell
-18,654
Closed -$387K – 3714
2023
Q4 		$387K Buy
18,654
+3,043
+19% +$59.9K ﹤0.01% 1633
2023
Q3 		$303K Buy
15,611
+672
+4% +$13.4K ﹤0.01% 1724
2023
Q2 		$303K Buy
+14,939
New +$305K ﹤0.01% 1741

Other funds holding IBDW

ACA
Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 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