Cetera Investment Advisers
IBTP

Cetera Investment Advisers’s iShares iBonds Dec 2034 Term Treasury ETF IBTP Stock Holding History

Cetera Investment Advisers’s Portfolio IBTP Stock Details IBTP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.48M Buy
58,292
+41
+0.1% +$1.04K ﹤0.01% 2667
2026
Q1 		$1.49M Buy
58,251
+1,977
+4% +$51.1K ﹤0.01% 2544
2025
Q4 		$1.45M Sell
56,274
-139,376
-71% -$3.62M ﹤0.01% 2499
2025
Q3 		$5.07M Sell
195,650
-750
-0.4% -$19.3K 0.01% 1399
2025
Q2 		$5.05M Buy
196,400
+16,186
+9% +$411K 0.01% 1185
2025
Q1 		$4.63M Buy
180,214
+155,440
+627% +$3.91M 0.01% 1165
2024
Q4 		$615K Buy
+24,774
New +$630K ﹤0.01% 2522

Other funds holding IBTP

AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $163M AUM 19.54% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return

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

Cetera Investment Advisers increased its iShares iBonds Dec 2034 Term Treasury ETF (IBTP) stake by 0.07% in Q2 2026, buying an estimated $1.04K and bringing the position to 58,292 shares worth $1.48M. The position accounts for ﹤0.01% of the portfolio, ranked #2667.

Cetera Investment Advisers first reported a position in IBTP in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.07M in Q3 2025. 63 funds tracked by Wall St. Rank hold IBTP as of Q2 2026.

  • Cetera Investment Advisers held 58,292 shares of iShares iBonds Dec 2034 Term Treasury ETF worth $1.48M as of Q2 2026.
  • Cetera Investment Advisers bought 41 iShares iBonds Dec 2034 Term Treasury ETF shares in Q2 2026, an estimated $1.04K.
  • iShares iBonds Dec 2034 Term Treasury ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2667 holding.
  • Cetera Investment Advisers first reported a position in iShares iBonds Dec 2034 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • Cetera Investment Advisers's iShares iBonds Dec 2034 Term Treasury ETF position peaked at $5.07M in Q3 2025.
  • 63 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Treasury ETF as of Q2 2026.

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