Cetera Investment Advisers’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.97M	Buy	356,942 +38,305	+12%	+$750K	0.01%	1374
2026 Q1	$6.28M	Buy	318,637 +39,825	+14%	+$790K	0.01%	1349
2025 Q4	$5.53M	Buy	278,812 +16,287	+6%	+$324K	0.01%	1394
2025 Q3	$5.22M	Buy	262,525 +9,031	+4%	+$179K	0.01%	1382
2025 Q2	$5.03M	Buy	253,494 +10,940	+5%	+$215K	0.01%	1189
2025 Q1	$4.77M	Buy	242,554 +37,989	+19%	+$735K	0.01%	1146
2024 Q4	$3.93M	Buy	204,565 +5,984	+3%	+$116K	0.01%	1182
2024 Q3	$3.98M	Buy	198,581 +24,748	+14%	+$490K	0.01%	1135
2024 Q2	$3.35M	Buy	173,833 +21,640	+14%	+$414K	0.01%	1217
2024 Q1	$2.96M	Buy	152,193 +132,920	+690%	+$2.59M	0.01%	1294
2023 Q4	$380K	Buy	+19,273	New	+$367K	﹤0.01%	1645

Other funds holding IBTK

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

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

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Cetera Investment Advisers increased its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) stake by 12% in Q2 2026, buying an estimated $750K and bringing the position to 356,942 shares worth $6.97M. The position accounts for 0.01% of the portfolio, ranked #1374.

Cetera Investment Advisers first reported a position in IBTK in Q4 2023 and has held it in 11 quarters since. 172 funds tracked by Wall St. Rank hold IBTK as of Q2 2026.

Cetera Investment Advisers held 356,942 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $6.97M as of Q2 2026.
Cetera Investment Advisers bought 38,305 iShares iBonds Dec 2030 Term Treasury ETF shares in Q2 2026, an estimated $750K.
iShares iBonds Dec 2030 Term Treasury ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1374 holding.
Cetera Investment Advisers first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
172 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2026.

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