Cetera Investment Advisers
IBDZ

Cetera Investment Advisers’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

Cetera Investment Advisers’s Portfolio IBDZ Stock Details IBDZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.03M Buy
39,425
+18,844
+92% +$491K ﹤0.01% 3039
2026
Q1 		$536K Buy
20,581
+4,023
+24% +$106K ﹤0.01% 3440
2025
Q4 		$437K Buy
16,558
+2,534
+18% +$67.1K ﹤0.01% 3553
2025
Q3 		$371K Buy
+14,024
New +$367K ﹤0.01% 3638

Other funds holding IBDZ

CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 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
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

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

Cetera Investment Advisers increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 92% in Q2 2026, buying an estimated $491K and bringing the position to 39,425 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #3039.

Cetera Investment Advisers first reported a position in IBDZ in Q3 2025 and has held it in 4 quarters since. 128 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

  • Cetera Investment Advisers held 39,425 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $1.03M as of Q2 2026.
  • Cetera Investment Advisers bought 18,844 iShares iBonds Dec 2034 Term Corporate ETF shares in Q2 2026, an estimated $491K.
  • iShares iBonds Dec 2034 Term Corporate ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3039 holding.
  • Cetera Investment Advisers first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q3 2025 and has held it in 4 quarters since.
  • 128 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

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