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
Q2 		$1.13M Buy
43,995
+4,803
+12% +$124K ﹤0.01% 2939
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 $7.59B AUM 23.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 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 $1.13B AUM 25.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Cetera Investment Advisers increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 12% in Q2 2026, buying an estimated $124K and bringing the position to 43,995 shares worth $1.13M. The position accounts for ﹤0.01% of the portfolio, ranked #2939.

Cetera Investment Advisers first reported a position in IBDY in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.3M in Q4 2025. 168 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

  • Cetera Investment Advisers held 43,995 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $1.13M as of Q2 2026.
  • Cetera Investment Advisers bought 4,803 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2026, an estimated $124K.
  • iShares iBonds Dec 2033 Term Corporate ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2939 holding.
  • Cetera Investment Advisers first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q1 2025 and has held it in 6 quarters since.
  • Cetera Investment Advisers's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $1.3M in Q4 2025.
  • 168 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

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