Cetera Investment Advisers

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 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

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

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

Northwestern Mutual Wealth Management

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return

Scissortail Wealth Management Tulsa, Oklahoma $498M AUM 20.41% 1-Year Est. Return

Bank of America

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return