Cetera Investment Advisers
IBTJ icon

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
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
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.05B AUM 12.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return