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 Q2	$2.69M	Sell	121,723 -1,914	-2%	-$42.4K	﹤0.01%	2137
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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 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

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IWC

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

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

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

Cetera Investment Advisers reduced its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 1.5% in Q2 2026, selling an estimated $42.4K and leaving 121,723 shares worth $2.69M. The position accounts for ﹤0.01% of the portfolio, ranked #2137.

Cetera Investment Advisers first reported a position in IBTI in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.94M in Q4 2025. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

Cetera Investment Advisers held 121,723 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $2.69M as of Q2 2026.
Cetera Investment Advisers sold 1,914 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $42.4K.
iShares iBonds Dec 2028 Term Treasury ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2137 holding.
Cetera Investment Advisers first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
Cetera Investment Advisers's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $2.94M in Q4 2025.
256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

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