1900 Wealth Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

1900 Wealth Management’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	$349K	Hold	13,819	–	–	0.02%	227
2026 Q1	$350K	Sell	13,819 -7,624	-36%	-$194K	0.02%	197
2025 Q4	$546K	Buy	21,443 +325	+2%	+$8.28K	0.04%	154
2025 Q3	$539K	Buy	21,118 +238	+1%	+$6.05K	0.04%	144
2025 Q2	$531K	Buy	20,880 +240	+1%	+$6.05K	0.04%	136
2025 Q1	$521K	Buy	20,640 +155	+0.8%	+$3.88K	0.04%	134
2024 Q4	$510K	Buy	20,485 +315	+2%	+$7.91K	0.04%	141
2024 Q3	$515K	Buy	20,170 +232	+1%	+$5.85K	0.04%	142
2024 Q2	$494K	Hold	19,938	–	–	0.05%	146
2024 Q1	$497K	Hold	19,938	–	–	0.05%	154
2023 Q4	$500K	Hold	19,938	–	–	0.05%	189
2023 Q3	$479K	Buy	19,938 +458	+2%	+$11.1K	0.05%	196
2023 Q2	$477K	Buy	+19,480	New	+$482K	0.05%	162

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

1900 Wealth Management's IBDT Position: Q2 2026 in Review

1900 Wealth Management held its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) position steady in Q2 2026 at 13,819 shares worth $349K. The position accounts for 0.02% of the portfolio, ranked #227.

1900 Wealth Management first reported a position in IBDT in Q2 2023 and has held it in 13 quarters since. The position peaked at $546K in Q4 2025. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

1900 Wealth Management held 13,819 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $349K as of Q2 2026.
1900 Wealth Management left its iShares iBonds Dec 2028 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.02% of 1900 Wealth Management's portfolio in Q2 2026, its #227 holding.
1900 Wealth Management first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q2 2023 and has held it in 13 quarters since.
1900 Wealth Management's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $546K in Q4 2025.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.