Cetera Investment Advisers
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Cetera Investment Advisers’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

Cetera Investment Advisers’s Portfolio IBTO Stock Details IBTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.84M Buy
403,310
+7,367
+2% +$181K 0.01% 1071
2025
Q4 		$9.72M Buy
395,943
+5,059
+1% +$125K 0.01% 1047
2025
Q3 		$9.64M Buy
390,884
+39,738
+11% +$972K 0.01% 1009
2025
Q2 		$8.61M Buy
351,146
+6,319
+2% +$153K 0.01% 902
2025
Q1 		$8.41M Buy
+344,827
New +$8.25M 0.02% 853
2024
Q3 		– Sell
-276,237
Closed -$6.63M – 3829
2024
Q2 		$6.63M Buy
276,237
+5,380
+2% +$128K 0.02% 855
2024
Q1 		$6.58M Buy
270,857
+257,921
+1,994% +$6.28M 0.02% 841
2023
Q4 		$321K Buy
+12,936
New +$308K ﹤0.01% 1751

Other funds holding IBTO

GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PPWM
PFG Private Wealth Management Lutz, Florida $236M AUM 15.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Cetera Investment Advisers increased its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 1.9% in Q1 2026, buying an estimated $181K and bringing the position to 403,310 shares worth $9.84M. The position accounts for 0.01% of the portfolio, ranked #1071.

Cetera Investment Advisers first reported a position in IBTO in Q4 2023 and has held it in 8 quarters since. 84 funds tracked by Wall St. Rank hold IBTO as of Q1 2026.

  • Cetera Investment Advisers held 403,310 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $9.84M as of Q1 2026.
  • Cetera Investment Advisers bought 7,367 iShares iBonds Dec 2033 Term Treasury ETF shares in Q1 2026, an estimated $181K.
  • iShares iBonds Dec 2033 Term Treasury ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #1071 holding.
  • Cetera Investment Advisers first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q4 2023 and has held it in 8 quarters since.
  • 84 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q1 2026.

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