Cetera Investment Advisers’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.44M	Sell	95,226 -3,676	-4%	-$94.2K	﹤0.01%	2225
2026 Q1	$2.53M	Buy	98,902 +51,280	+108%	+$1.32M	﹤0.01%	2066
2025 Q4	$1.22M	Buy	47,622 +2,273	+5%	+$58.2K	﹤0.01%	2654
2025 Q3	$1.16M	Sell	45,349 -62	-0.1%	-$1.59K	﹤0.01%	2651
2025 Q2	$1.16M	Buy	45,411 +5,536	+14%	+$141K	﹤0.01%	2243
2025 Q1	$1.02M	Buy	39,875 +4,117	+12%	+$105K	﹤0.01%	2247
2024 Q4	$910K	Buy	35,758 +11,142	+45%	+$284K	﹤0.01%	2221
2024 Q3	$632K	Buy	24,616 +1,570	+7%	+$40.1K	﹤0.01%	2467
2024 Q2	$584K	Sell	23,046 -22,835	-50%	-$577K	﹤0.01%	2470
2024 Q1	$1.16M	Buy	45,881 +26,653	+139%	+$678K	﹤0.01%	1950
2023 Q4	$491K	Buy	19,228 +228	+1%	+$5.72K	﹤0.01%	1502
2023 Q3	$471K	Hold	19,000	–	–	﹤0.01%	1452
2023 Q2	$478K	Hold	19,000	–	–	﹤0.01%	1476
2023 Q1	$485K	Hold	19,000	–	–	﹤0.01%	1453
2022 Q4	$479K	Buy	+19,000	New	+$474K	﹤0.01%	1400

Other funds holding IBMO

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

RPC

Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

LIA

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Cetera Investment Advisers reduced its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 3.7% in Q2 2026, selling an estimated $94.2K and leaving 95,226 shares worth $2.44M. The position accounts for ﹤0.01% of the portfolio, ranked #2225.

Cetera Investment Advisers first reported a position in IBMO in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.53M in Q1 2026. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

Cetera Investment Advisers held 95,226 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $2.44M as of Q2 2026.
Cetera Investment Advisers sold 3,676 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $94.2K.
iShares iBonds Dec 2026 Term Muni Bond ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2225 holding.
Cetera Investment Advisers first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2022 and has held it in 15 quarters since.
Cetera Investment Advisers's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $2.53M in Q1 2026.
181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.