Cetera Investment Advisers
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Cetera Investment Advisers’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Cetera Investment Advisers’s Portfolio IBTI Stock Details IBTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.75M Sell
123,637
-7,833
-6% -$175K ﹤0.01% 1985
2025
Q4 		$2.94M Buy
131,470
+11,535
+10% +$258K ﹤0.01% 1873
2025
Q3 		$2.68M Buy
119,935
+3,334
+3% +$74.4K ﹤0.01% 1916
2025
Q2 		$2.61M Sell
116,601
-708
-0.6% -$15.7K ﹤0.01% 1648
2025
Q1 		$2.61M Buy
117,309
+12,456
+12% +$274K 0.01% 1560
2024
Q4 		$2.3M Buy
104,853
+20,933
+25% +$462K ﹤0.01% 1549
2024
Q3 		$1.89M Buy
83,920
+12,181
+17% +$271K ﹤0.01% 1661
2024
Q2 		$1.57M Buy
71,739
+20,819
+41% +$452K ﹤0.01% 1757
2024
Q1 		$1.12M Buy
50,920
+31,075
+157% +$684K ﹤0.01% 1986
2023
Q4 		$441K Buy
+19,845
New +$430K ﹤0.01% 1549

Other funds holding IBTI

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 1-Year Est. Return