Cetera Investment Advisers’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.84M	Sell	130,972 -350	-0.3%	-$7.59K	﹤0.01%	2093
2026 Q1	$2.87M	Sell	131,322 -6,367	-5%	-$140K	﹤0.01%	1946
2025 Q4	$3.02M	Sell	137,689 -214,868	-61%	-$4.72M	﹤0.01%	1845
2025 Q3	$7.74M	Buy	352,557 +4,097	+1%	+$89.7K	0.01%	1144
2025 Q2	$7.64M	Buy	348,460 +14,641	+4%	+$318K	0.01%	962
2025 Q1	$7.27M	Buy	333,819 +244,309	+273%	+$5.25M	0.01%	920
2024 Q4	$1.91M	Buy	89,510 +16,546	+23%	+$357K	﹤0.01%	1700
2024 Q3	$1.61M	Buy	72,964 +9,917	+16%	+$217K	﹤0.01%	1776
2024 Q2	$1.35M	Buy	63,047 +21,698	+52%	+$460K	﹤0.01%	1853
2024 Q1	$889K	Buy	41,349 +22,775	+123%	+$491K	﹤0.01%	2171
2023 Q4	$405K	Buy	+18,574	New	+$393K	﹤0.01%	1608

Other funds holding IBTJ

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

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

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Cetera Investment Advisers reduced its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 0.27% in Q2 2026, selling an estimated $7.59K and leaving 130,972 shares worth $2.84M. The position accounts for ﹤0.01% of the portfolio, ranked #2093.

Cetera Investment Advisers first reported a position in IBTJ in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.74M in Q3 2025. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Cetera Investment Advisers held 130,972 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $2.84M as of Q2 2026.
Cetera Investment Advisers sold 350 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $7.59K.
iShares iBonds Dec 2029 Term Treasury ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2093 holding.
Cetera Investment Advisers first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
Cetera Investment Advisers's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $7.74M in Q3 2025.
213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

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