Cetera Investment Advisers
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Cetera Investment Advisers’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Cetera Investment Advisers’s Portfolio IBTH Stock Details IBTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.2M Sell
187,968
-1,240
-0.7% -$27.8K ﹤0.01% 1758
2026
Q1 		$4.24M Buy
189,208
+3,457
+2% +$77.7K ﹤0.01% 1627
2025
Q4 		$4.17M Sell
185,751
-648
-0.3% -$14.6K ﹤0.01% 1594
2025
Q3 		$4.2M Buy
186,399
+8,753
+5% +$196K ﹤0.01% 1549
2025
Q2 		$4M Sell
177,646
-7,459
-4% -$167K 0.01% 1337
2025
Q1 		$4.15M Buy
185,105
+7,438
+4% +$166K 0.01% 1232
2024
Q4 		$3.94M Buy
177,667
+31,973
+22% +$713K 0.01% 1180
2024
Q3 		$3.3M Buy
145,694
+19,294
+15% +$433K 0.01% 1259
2024
Q2 		$2.79M Buy
126,400
+19,841
+19% +$436K 0.01% 1328
2024
Q1 		$2.36M Buy
106,559
+49,919
+88% +$1.11M 0.01% 1430
2023
Q4 		$1.27M Buy
+56,640
New +$1.24M 0.01% 974

Other funds holding IBTH

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Cetera Investment Advisers reduced its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 0.66% in Q2 2026, selling an estimated $27.8K and leaving 187,968 shares worth $4.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1758.

Cetera Investment Advisers first reported a position in IBTH in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.24M in Q1 2026. 310 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

  • Cetera Investment Advisers held 187,968 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $4.2M as of Q2 2026.
  • Cetera Investment Advisers sold 1,240 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $27.8K.
  • iShares iBonds Dec 2027 Term Treasury ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1758 holding.
  • Cetera Investment Advisers first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
  • Cetera Investment Advisers's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $4.24M in Q1 2026.
  • 310 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

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