Cetera Investment Advisers’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

Cetera Investment Advisers’s Portfolio IBHG Stock Details IBHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.63M	Sell	254,777 -8,523	-3%	-$188K	0.01%	1526
2026 Q1	$5.83M	Buy	263,300 +2,772	+1%	+$61.6K	0.01%	1410
2025 Q4	$5.81M	Buy	260,528 +68,655	+36%	+$1.53M	0.01%	1365
2025 Q3	$4.32M	Buy	191,873 +121,932	+174%	+$2.74M	0.01%	1526
2025 Q2	$1.58M	Sell	69,941 -5,004	-7%	-$111K	﹤0.01%	2030
2025 Q1	$1.67M	Buy	74,945 +4,420	+6%	+$99K	﹤0.01%	1879
2024 Q4	$1.57M	Buy	70,525 +22,779	+48%	+$510K	﹤0.01%	1825
2024 Q3	$1.08M	Buy	47,746 +15,287	+47%	+$341K	﹤0.01%	2071
2024 Q2	$715K	Buy	32,459 +8,039	+33%	+$177K	﹤0.01%	2320
2024 Q1	$544K	Buy	+24,420	New	+$542K	﹤0.01%	2535

Other funds holding IBHG

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

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

Cetera Investment Advisers reduced its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) stake by 3.2% in Q2 2026, selling an estimated $188K and leaving 254,777 shares worth $5.63M. The position accounts for 0.01% of the portfolio, ranked #1526.

Cetera Investment Advisers first reported a position in IBHG in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.83M in Q1 2026. 132 funds tracked by Wall St. Rank hold IBHG as of Q2 2026.

Cetera Investment Advisers held 254,777 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $5.63M as of Q2 2026.
Cetera Investment Advisers sold 8,523 iShares iBonds 2027 Term High Yield and Income ETF shares in Q2 2026, an estimated $188K.
iShares iBonds 2027 Term High Yield and Income ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1526 holding.
Cetera Investment Advisers first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q1 2024 and has held it in 10 quarters since.
Cetera Investment Advisers's iShares iBonds 2027 Term High Yield and Income ETF position peaked at $5.83M in Q1 2026.
132 funds tracked by Wall St. Rank held iShares iBonds 2027 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.