Cetera Investment Advisers
IBMS

Cetera Investment Advisers’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

Cetera Investment Advisers’s Portfolio IBMS Stock Details IBMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.03M Buy
39,734
+267
+0.7% +$6.91K ﹤0.01% 3037
2026
Q1 		$1.02M Buy
39,467
+2,772
+8% +$72.6K ﹤0.01% 2883
2025
Q4 		$956K Buy
36,695
+7,038
+24% +$183K ﹤0.01% 2856
2025
Q3 		$773K Sell
29,657
-1,702
-5% -$44.1K ﹤0.01% 3009
2025
Q2 		$805K Buy
31,359
+9,996
+47% +$253K ﹤0.01% 2572
2025
Q1 		$543K Buy
21,363
+9,765
+84% +$249K ﹤0.01% 2772
2024
Q4 		$294K Buy
+11,598
New +$296K ﹤0.01% 3142

Other funds holding IBMS

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
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

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

Cetera Investment Advisers increased its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) stake by 0.68% in Q2 2026, buying an estimated $6.91K and bringing the position to 39,734 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #3037.

Cetera Investment Advisers first reported a position in IBMS in Q4 2024 and has held it in 7 quarters since. 115 funds tracked by Wall St. Rank hold IBMS as of Q2 2026.

  • Cetera Investment Advisers held 39,734 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $1.03M as of Q2 2026.
  • Cetera Investment Advisers bought 267 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q2 2026, an estimated $6.91K.
  • iShares iBonds Dec 2030 Term Muni Bond ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3037 holding.
  • Cetera Investment Advisers first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 115 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q2 2026.

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