Cetera Investment Advisers
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Cetera Investment Advisers’s iShares iBonds 2030 Term High Yield and Income ETF IBHJ Stock Holding History

Cetera Investment Advisers’s Portfolio IBHJ Stock Details IBHJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$446K Sell
16,858
-5,117
-23% -$135K ﹤0.01% 3809
2026
Q1 		$576K Buy
21,975
+2,797
+15% +$74.2K ﹤0.01% 3376
2025
Q4 		$510K Buy
+19,178
New +$510K ﹤0.01% 3423

Other funds holding IBHJ

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Cetera Investment Advisers reduced its iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) stake by 23% in Q2 2026, selling an estimated $135K and leaving 16,858 shares worth $446K. The position accounts for ﹤0.01% of the portfolio, ranked #3809.

Cetera Investment Advisers first reported a position in IBHJ in Q4 2025 and has held it in 3 quarters since. The position peaked at $576K in Q1 2026. 51 funds tracked by Wall St. Rank hold IBHJ as of Q2 2026.

  • Cetera Investment Advisers held 16,858 shares of iShares iBonds 2030 Term High Yield and Income ETF worth $446K as of Q2 2026.
  • Cetera Investment Advisers sold 5,117 iShares iBonds 2030 Term High Yield and Income ETF shares in Q2 2026, an estimated $135K.
  • iShares iBonds 2030 Term High Yield and Income ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3809 holding.
  • Cetera Investment Advisers first reported a position in iShares iBonds 2030 Term High Yield and Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Cetera Investment Advisers's iShares iBonds 2030 Term High Yield and Income ETF position peaked at $576K in Q1 2026.
  • 51 funds tracked by Wall St. Rank held iShares iBonds 2030 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.