Cetera Investment Advisers’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.51M	Sell	66,535 -11,963	-15%	-$272K	﹤0.01%	2653
2026 Q1	$1.8M	Sell	78,498 -119,109	-60%	-$2.75M	﹤0.01%	2373
2025 Q4	$4.56M	Sell	197,607 -12,319	-6%	-$286K	0.01%	1516
2025 Q3	$4.86M	Buy	209,926 +173,318	+473%	+$3.98M	0.01%	1423
2025 Q2	$843K	Buy	36,608 +2,805	+8%	+$63.8K	﹤0.01%	2529
2025 Q1	$774K	Buy	+33,803	New	+$759K	﹤0.01%	2480
2024 Q3	–	Sell	-23,389	Closed	-$525K	–	3830
2024 Q2	$525K	Buy	23,389 +720	+3%	+$16K	﹤0.01%	2558
2024 Q1	$514K	Buy	22,669 +6,900	+44%	+$157K	﹤0.01%	2581
2023 Q4	$364K	Buy	+15,769	New	+$350K	﹤0.01%	1669

Other funds holding IBTM

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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

DADC

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TAM

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

Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return

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

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

Cetera Investment Advisers reduced its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 15% in Q2 2026, selling an estimated $272K and leaving 66,535 shares worth $1.51M. The position accounts for ﹤0.01% of the portfolio, ranked #2653.

Cetera Investment Advisers first reported a position in IBTM in Q4 2023 and has held it in 9 quarters since. The position peaked at $4.86M in Q3 2025. 104 funds tracked by Wall St. Rank hold IBTM as of Q2 2026.

Cetera Investment Advisers held 66,535 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $1.51M as of Q2 2026.
Cetera Investment Advisers sold 11,963 iShares iBonds Dec 2032 Term Treasury ETF shares in Q2 2026, an estimated $272K.
iShares iBonds Dec 2032 Term Treasury ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2653 holding.
Cetera Investment Advisers first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q4 2023 and has held it in 9 quarters since.
Cetera Investment Advisers's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $4.86M in Q3 2025.
104 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

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