Cetera Investment Advisers
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Cetera Investment Advisers’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Cetera Investment Advisers’s Portfolio IBMQ Stock Details IBMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.26M Buy
88,356
+51,277
+138% +$1.32M ﹤0.01% 2180
2025
Q4 		$948K Buy
37,079
+2,740
+8% +$70K ﹤0.01% 2865
2025
Q3 		$880K Buy
34,339
+239
+0.7% +$6.11K ﹤0.01% 2881
2025
Q2 		$866K Buy
34,100
+10,112
+42% +$255K ﹤0.01% 2506
2025
Q1 		$607K Buy
23,988
+7,389
+45% +$187K ﹤0.01% 2682
2024
Q4 		$418K Buy
+16,599
New +$421K ﹤0.01% 2820
2024
Q2 		– Sell
-34,235
Closed -$865K – 3795
2024
Q1 		$865K Buy
34,235
+10,003
+41% +$254K ﹤0.01% 2191
2023
Q4 		$620K Buy
24,232
+4,232
+21% +$105K 0.01% 1378
2023
Q3 		$488K Buy
20,000
+5,000
+33% +$125K ﹤0.01% 1434
2023
Q2 		$377K Buy
15,000
+6,000
+67% +$152K ﹤0.01% 1604
2023
Q1 		$230K Buy
+9,000
New +$229K ﹤0.01% 1868

Other funds holding IBMQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return