Cetera Investment Advisers
IBHI icon

Cetera Investment Advisers’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

Cetera Investment Advisers’s Portfolio IBHI Stock Details IBHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$743K Sell
31,776
-7,240
-19% -$169K ﹤0.01% 3322
2026
Q1 		$908K Buy
39,016
+3,197
+9% +$75.2K ﹤0.01% 2987
2025
Q4 		$846K Buy
35,819
+4,907
+16% +$116K ﹤0.01% 2971
2025
Q3 		$737K Buy
30,912
+8,124
+36% +$192K ﹤0.01% 3050
2025
Q2 		$540K Buy
22,788
+3,058
+15% +$70.7K ﹤0.01% 2907
2025
Q1 		$458K Buy
19,730
+3,330
+20% +$78.4K ﹤0.01% 2920
2024
Q4 		$385K Buy
+16,400
New +$388K ﹤0.01% 2902

Other funds holding IBHI

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWM
Scissortail Wealth Management Tulsa, Oklahoma $520M AUM 21.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Cetera Investment Advisers reduced its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) stake by 19% in Q2 2026, selling an estimated $169K and leaving 31,776 shares worth $743K. The position accounts for ﹤0.01% of the portfolio, ranked #3322.

Cetera Investment Advisers first reported a position in IBHI in Q4 2024 and has held it in 7 quarters since. The position peaked at $908K in Q1 2026. 94 funds tracked by Wall St. Rank hold IBHI as of Q2 2026.

  • Cetera Investment Advisers held 31,776 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $743K as of Q2 2026.
  • Cetera Investment Advisers sold 7,240 iShares iBonds 2029 Term High Yield and Income ETF shares in Q2 2026, an estimated $169K.
  • iShares iBonds 2029 Term High Yield and Income ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3322 holding.
  • Cetera Investment Advisers first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q4 2024 and has held it in 7 quarters since.
  • Cetera Investment Advisers's iShares iBonds 2029 Term High Yield and Income ETF position peaked at $908K in Q1 2026.
  • 94 funds tracked by Wall St. Rank held iShares iBonds 2029 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.