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 Q2	$4.02M	Buy	192,734 +27,729	+17%	+$579K	﹤0.01%	1776
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 $14.6B AUM 22.78% 1-Year Est. Return

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

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

CIA

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

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

CAI

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

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

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

Cetera Investment Advisers increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 17% in Q2 2026, buying an estimated $579K and bringing the position to 192,734 shares worth $4.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1776.

Cetera Investment Advisers first reported a position in IBDW in Q2 2023 and has held it in 12 quarters since. 291 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

Cetera Investment Advisers held 192,734 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $4.02M as of Q2 2026.
Cetera Investment Advisers bought 27,729 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $579K.
iShares iBonds Dec 2031 Term Corporate ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1776 holding.
Cetera Investment Advisers first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q2 2023 and has held it in 12 quarters since.
291 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

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