Cetera Investment Advisers
IBMQ icon

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
Q2 		$2.24M Sell
87,419
-937
-1% -$23.9K ﹤0.01% 2305
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 $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
US Bancorp
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
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Cetera Investment Advisers reduced its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 1.1% in Q2 2026, selling an estimated $23.9K and leaving 87,419 shares worth $2.24M. The position accounts for ﹤0.01% of the portfolio, ranked #2305.

Cetera Investment Advisers first reported a position in IBMQ in Q1 2023 and has held it in 12 quarters since. The position peaked at $2.26M in Q1 2026. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

  • Cetera Investment Advisers held 87,419 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $2.24M as of Q2 2026.
  • Cetera Investment Advisers sold 937 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $23.9K.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2305 holding.
  • Cetera Investment Advisers first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q1 2023 and has held it in 12 quarters since.
  • Cetera Investment Advisers's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $2.26M in Q1 2026.
  • 197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

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