10Elms LLP’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

10Elms LLP’s Portfolio IBDT Stock Details IBDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.93M	Buy	195,400 +88,095	+82%	+$2.22M	2.09%	12
2026 Q1	$2.73M	Buy	107,305 +60,649	+130%	+$1.54M	1.72%	14
2025 Q4	$1.19M	Hold	46,656	–	–	1.09%	21
2025 Q3	$1.19M	Buy	46,656 +1,300	+3%	+$33K	1.07%	21
2025 Q2	$1.15M	Buy	45,356 +3,435	+8%	+$86.6K	1.1%	23
2025 Q1	$1.06M	Buy	41,921 +2,770	+7%	+$69.4K	1.06%	23
2024 Q4	$975K	Buy	+39,151	New	+$983K	1.01%	24

Other funds holding IBDT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

10Elms LLP's IBDT Position: Q2 2026 in Review

10Elms LLP increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 82% in Q2 2026, buying an estimated $2.22M and bringing the position to 195,400 shares worth $4.93M. The position accounts for 2.09% of the portfolio, ranked #12.

10Elms LLP first reported a position in IBDT in Q4 2024 and has held it in 7 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

10Elms LLP held 195,400 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $4.93M as of Q2 2026.
10Elms LLP bought 88,095 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $2.22M.
iShares iBonds Dec 2028 Term Corporate ETF made up 2.09% of 10Elms LLP's portfolio in Q2 2026, its #12 holding.
10Elms LLP first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on 10Elms LLP's 13F filing for Q2 2026, filed 14 Aug 2026.