Cetera Investment Advisers
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Cetera Investment Advisers’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Cetera Investment Advisers’s Portfolio IBHF Stock Details IBHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.61M Buy
424,308
+6,070
+1% +$138K 0.01% 1181
2026
Q1 		$9.6M Sell
418,238
-2,239
-0.5% -$51.6K 0.01% 1085
2025
Q4 		$9.7M Buy
420,477
+59,284
+16% +$1.38M 0.01% 1050
2025
Q3 		$8.45M Buy
361,193
+267,203
+284% +$6.22M 0.01% 1091
2025
Q2 		$2.18M Buy
93,990
+2,345
+3% +$54.1K ﹤0.01% 1777
2025
Q1 		$2.13M Buy
91,645
+13,171
+17% +$307K ﹤0.01% 1709
2024
Q4 		$1.82M Buy
78,474
+6,389
+9% +$148K ﹤0.01% 1730
2024
Q3 		$1.69M Buy
72,085
+20,830
+41% +$481K ﹤0.01% 1749
2024
Q2 		$1.17M Buy
51,255
+7,916
+18% +$181K ﹤0.01% 1960
2024
Q1 		$999K Buy
43,339
+33,650
+347% +$772K ﹤0.01% 2064
2023
Q4 		$222K Buy
+9,689
New +$219K ﹤0.01% 1981

Other funds holding IBHF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CL
COWA LLC Tulsa, Oklahoma $399M AUM 25.74% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
SG
Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
RA
Ruggaard & Associates Hudson, Ohio $279M AUM 18.61% 1-Year Est. Return

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

Cetera Investment Advisers increased its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 1.5% in Q2 2026, buying an estimated $138K and bringing the position to 424,308 shares worth $9.61M. The position accounts for 0.01% of the portfolio, ranked #1181.

Cetera Investment Advisers first reported a position in IBHF in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.7M in Q4 2025. 172 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

  • Cetera Investment Advisers held 424,308 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $9.61M as of Q2 2026.
  • Cetera Investment Advisers bought 6,070 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $138K.
  • iShares iBonds 2026 Term High Yield and Income ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1181 holding.
  • Cetera Investment Advisers first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q4 2023 and has held it in 11 quarters since.
  • Cetera Investment Advisers's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $9.7M in Q4 2025.
  • 172 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

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