Cetera Investment Advisers
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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
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 – 3831
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

KF
Krilogy Financial St. Louis, Missouri $3.1B AUM 20.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return