Cetera Investment Advisers
IBMT

Cetera Investment Advisers’s iShares iBonds Dec 2031 Term Muni Bond ETF IBMT Stock Holding History

Cetera Investment Advisers’s Portfolio IBMT Stock Details IBMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$214K Sell
8,303
-40,849
-83% -$1.05M ﹤0.01% 4446
2026
Q1 		$1.26M Buy
+49,152
New +$1.28M ﹤0.01% 2705

Other funds holding IBMT

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

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

Cetera Investment Advisers reduced its iShares iBonds Dec 2031 Term Muni Bond ETF (IBMT) stake by 83% in Q2 2026, selling an estimated $1.05M and leaving 8,303 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #4446.

Cetera Investment Advisers first reported a position in IBMT in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.26M in Q1 2026. 73 funds tracked by Wall St. Rank hold IBMT as of Q2 2026.

  • Cetera Investment Advisers held 8,303 shares of iShares iBonds Dec 2031 Term Muni Bond ETF worth $214K as of Q2 2026.
  • Cetera Investment Advisers sold 40,849 iShares iBonds Dec 2031 Term Muni Bond ETF shares in Q2 2026, an estimated $1.05M.
  • iShares iBonds Dec 2031 Term Muni Bond ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4446 holding.
  • Cetera Investment Advisers first reported a position in iShares iBonds Dec 2031 Term Muni Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Cetera Investment Advisers's iShares iBonds Dec 2031 Term Muni Bond ETF position peaked at $1.26M in Q1 2026.
  • 73 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Muni Bond ETF as of Q2 2026.

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