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 Q2	$2.1M	Buy	82,839 +189	+0.2%	+$4.79K	﹤0.01%	2343
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 Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

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

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

KCM

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

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

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

Cetera Investment Advisers increased its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 0.23% in Q2 2026, buying an estimated $4.79K and bringing the position to 82,839 shares worth $2.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2343.

Cetera Investment Advisers first reported a position in IBMR in Q2 2023 and has held it in 10 quarters since. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

Cetera Investment Advisers held 82,839 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $2.1M as of Q2 2026.
Cetera Investment Advisers bought 189 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q2 2026, an estimated $4.79K.
iShares iBonds Dec 2029 Term Muni Bond ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2343 holding.
Cetera Investment Advisers first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q2 2023 and has held it in 10 quarters since.
144 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

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