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
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 $67.6B AUM 18.3% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.61B AUM 17.7% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return