Action Point Financial Planning’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Action Point Financial Planning’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	$651K	Buy	+25,775	New	+$651K	0.07%	223

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

Action Point Financial Planning's IBDT Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q2 2026: 25,775 shares worth $651K. The stake represents 0.07% of the portfolio and ranks #223 among its holdings.

435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Action Point Financial Planning held 25,775 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $651K as of Q2 2026.
iShares iBonds Dec 2028 Term Corporate ETF was a new Action Point Financial Planning position in Q2 2026.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.07% of Action Point Financial Planning's portfolio in Q2 2026, its #223 holding.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.