Cetera Investment Advisers

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 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 San Diego, California $376B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

COWA LLC Tulsa, Oklahoma $371M AUM 22.68% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Mid-American Wealth Advisory Group Kansas City, Missouri $237M AUM 2.06% 1-Year Est. Return

Straightline Group Troy, Michigan $201M AUM 8.48% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return