Cetera Investment Advisers
IBMR icon

Cetera Investment Advisers’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Cetera Investment Advisers’s Portfolio IBMR Stock Details IBMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.1M Buy
82,650
+50,633
+158% +$1.29M ﹤0.01% 2245
2025
Q4 		$814K Buy
32,017
+3,625
+13% +$92.1K ﹤0.01% 3012
2025
Q3 		$725K Buy
28,392
+188
+0.7% +$4.78K ﹤0.01% 3065
2025
Q2 		$712K Buy
28,204
+5,193
+23% +$130K ﹤0.01% 2685
2025
Q1 		$576K Buy
+23,011
New +$577K ﹤0.01% 2719
2024
Q2 		– Sell
-28,396
Closed -$717K – 3796
2024
Q1 		$717K Buy
28,396
+8,396
+42% +$213K ﹤0.01% 2335
2023
Q4 		$512K Hold
20,000
– – ﹤0.01% 1475
2023
Q3 		$477K Hold
20,000
– – ﹤0.01% 1448
2023
Q2 		$497K Buy
+20,000
New +$495K ﹤0.01% 1456

Other funds holding IBMR

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
CIA
Covington Investment Advisors Ligonier, Pennsylvania $680M AUM 28.91% 1-Year Est. Return