Cetera Investment Advisers
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Cetera Investment Advisers’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Cetera Investment Advisers’s Portfolio IBDY Stock Details IBDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.01M Sell
39,192
-10,435
-21% -$272K ﹤0.01% 2888
2025
Q4 		$1.3M Buy
49,627
+1,680
+4% +$44K ﹤0.01% 2609
2025
Q3 		$1.26M Buy
47,947
+25,619
+115% +$665K ﹤0.01% 2573
2025
Q2 		$578K Hold
22,328
– – ﹤0.01% 2841
2025
Q1 		$571K Buy
+22,328
New +$565K ﹤0.01% 2729

Other funds holding IBDY

CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Cetera Investment Advisers's IBDY Position: Q1 2026 in Review

Cetera Investment Advisers reduced its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 21% in Q1 2026, selling an estimated $272K and leaving 39,192 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #2888.

Cetera Investment Advisers first reported a position in IBDY in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.3M in Q4 2025. 161 funds tracked by Wall St. Rank hold IBDY as of Q1 2026.

  • Cetera Investment Advisers held 39,192 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $1.01M as of Q1 2026.
  • Cetera Investment Advisers sold 10,435 iShares iBonds Dec 2033 Term Corporate ETF shares in Q1 2026, an estimated $272K.
  • iShares iBonds Dec 2033 Term Corporate ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2888 holding.
  • Cetera Investment Advisers first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q1 2025 and has held it in 5 quarters since.
  • Cetera Investment Advisers's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $1.3M in Q4 2025.
  • 161 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.