Cetera Investment Advisers’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Cetera Investment Advisers’s Portfolio IBTG Stock Details IBTG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.07M	Sell	133,965 -3,935	-3%	-$90K	﹤0.01%	2027
2026 Q1	$3.16M	Sell	137,900 -6,100	-4%	-$140K	﹤0.01%	1850
2025 Q4	$3.29M	Buy	144,000 +2,083	+1%	+$47.7K	﹤0.01%	1781
2025 Q3	$3.26M	Buy	141,917 +6,802	+5%	+$156K	﹤0.01%	1755
2025 Q2	$3.1M	Buy	135,115 +2,090	+2%	+$47.8K	0.01%	1526
2025 Q1	$3.05M	Buy	133,025 +9,507	+8%	+$217K	0.01%	1428
2024 Q4	$2.82M	Buy	123,518 +14,674	+13%	+$335K	0.01%	1400
2024 Q3	$2.51M	Buy	108,844 +26,629	+32%	+$609K	0.01%	1457
2024 Q2	$1.86M	Sell	82,215 -2,588	-3%	-$58.4K	﹤0.01%	1625
2024 Q1	$1.93M	Buy	84,803 +40,047	+89%	+$911K	﹤0.01%	1574
2023 Q4	$1.02M	Buy	44,756 +17,993	+67%	+$406K	0.01%	1095
2023 Q3	$601K	Buy	26,763 +4,546	+20%	+$102K	0.01%	1332
2023 Q2	$503K	Buy	+22,217	New	+$510K	﹤0.01%	1443

Other funds holding IBTG

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

Cetera Investment Advisers reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 2.9% in Q2 2026, selling an estimated $90K and leaving 133,965 shares worth $3.07M. The position accounts for ﹤0.01% of the portfolio, ranked #2027.

Cetera Investment Advisers first reported a position in IBTG in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.29M in Q4 2025. 317 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

Cetera Investment Advisers held 133,965 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $3.07M as of Q2 2026.
Cetera Investment Advisers sold 3,935 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $90K.
iShares iBonds Dec 2026 Term Treasury ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2027 holding.
Cetera Investment Advisers first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q2 2023 and has held it in 13 quarters since.
Cetera Investment Advisers's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $3.29M in Q4 2025.
317 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

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