Cetera Investment Advisers’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.17M	Sell	85,265 -621	-0.7%	-$15.8K	﹤0.01%	2325
2026 Q1	$2.18M	Buy	85,886 +51,578	+150%	+$1.31M	﹤0.01%	2210
2025 Q4	$871K	Buy	34,308 +2,850	+9%	+$72.3K	﹤0.01%	2943
2025 Q3	$801K	Buy	31,458 +297	+1%	+$7.56K	﹤0.01%	2977
2025 Q2	$790K	Buy	31,161 +5,466	+21%	+$138K	﹤0.01%	2587
2025 Q1	$650K	Buy	25,695 +6,601	+35%	+$167K	﹤0.01%	2624
2024 Q4	$480K	Buy	19,094 +11,040	+137%	+$279K	﹤0.01%	2716
2024 Q3	$205K	Buy	+8,054	New	+$204K	﹤0.01%	3361
2024 Q2	–	Sell	-29,999	Closed	-$755K	–	3794
2024 Q1	$755K	Buy	29,999 +10,768	+56%	+$272K	﹤0.01%	2296
2023 Q4	$489K	Buy	19,231 +231	+1%	+$5.74K	﹤0.01%	1505
2023 Q3	$465K	Hold	19,000	–	–	﹤0.01%	1463
2023 Q2	$476K	Hold	19,000	–	–	﹤0.01%	1478
2023 Q1	$484K	Hold	19,000	–	–	﹤0.01%	1456
2022 Q4	$476K	Buy	+19,000	New	+$470K	﹤0.01%	1403

Other funds holding IBMP

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

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

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

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

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

LIA

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

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

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

Cetera Investment Advisers reduced its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 0.72% in Q2 2026, selling an estimated $15.8K and leaving 85,265 shares worth $2.17M. The position accounts for ﹤0.01% of the portfolio, ranked #2325.

Cetera Investment Advisers first reported a position in IBMP in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.18M in Q1 2026. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

Cetera Investment Advisers held 85,265 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $2.17M as of Q2 2026.
Cetera Investment Advisers sold 621 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $15.8K.
iShares iBonds Dec 2027 Term Muni Bond ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2325 holding.
Cetera Investment Advisers first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q4 2022 and has held it in 14 quarters since.
Cetera Investment Advisers's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $2.18M in Q1 2026.
190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

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