Cetera Investment Advisers
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Cetera Investment Advisers’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Cetera Investment Advisers’s Portfolio IBTL Stock Details IBTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.63M Buy
79,801
+33,849
+74% +$695K ﹤0.01% 2470
2025
Q4 		$943K Buy
45,952
+2,699
+6% +$55.6K ﹤0.01% 2873
2025
Q3 		$890K Buy
43,253
+1,509
+4% +$30.9K ﹤0.01% 2867
2025
Q2 		$856K Buy
41,744
+3,520
+9% +$71.3K ﹤0.01% 2517
2025
Q1 		$777K Buy
38,224
+6,038
+19% +$121K ﹤0.01% 2476
2024
Q4 		$637K Buy
32,186
+3,417
+12% +$68.8K ﹤0.01% 2494
2024
Q3 		$599K Buy
28,769
+1,758
+7% +$36.1K ﹤0.01% 2506
2024
Q2 		$539K Buy
27,011
+809
+3% +$16K ﹤0.01% 2532
2024
Q1 		$528K Buy
26,202
+7,649
+41% +$155K ﹤0.01% 2561
2023
Q4 		$381K Buy
+18,553
New +$367K ﹤0.01% 1643

Other funds holding IBTL

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.32B AUM 22.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Cetera Investment Advisers's IBTL Position: Q1 2026 in Review

Cetera Investment Advisers increased its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 74% in Q1 2026, buying an estimated $695K and bringing the position to 79,801 shares worth $1.63M. The position accounts for ﹤0.01% of the portfolio, ranked #2470.

Cetera Investment Advisers first reported a position in IBTL in Q4 2023 and has held it in 10 quarters since. 128 funds tracked by Wall St. Rank hold IBTL as of Q1 2026.

  • Cetera Investment Advisers held 79,801 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $1.63M as of Q1 2026.
  • Cetera Investment Advisers bought 33,849 iShares iBonds Dec 2031 Term Treasury ETF shares in Q1 2026, an estimated $695K.
  • iShares iBonds Dec 2031 Term Treasury ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2470 holding.
  • Cetera Investment Advisers first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q4 2023 and has held it in 10 quarters since.
  • 128 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.