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

ADG Wealth Management Group’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	$631K	Sell	25,003 -35	-0.1%	-$884	0.4%	21
2026 Q1	$634K	Buy	25,038 +5,038	+25%	+$128K	0.44%	21
2025 Q4	$509K	Buy	+20,000	New	+$509K	0.39%	21

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

ADG Wealth Management Group's IBDT Position: Q2 2026 in Review

ADG Wealth Management Group reduced its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 0.14% in Q2 2026, selling an estimated $884 and leaving 25,003 shares worth $631K. The position accounts for 0.4% of the portfolio, ranked #21.

ADG Wealth Management Group first reported a position in IBDT in Q4 2025 and has held it in 3 quarters since. The position peaked at $634K in Q1 2026. 436 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

ADG Wealth Management Group held 25,003 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $631K as of Q2 2026.
ADG Wealth Management Group sold 35 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $884.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.4% of ADG Wealth Management Group's portfolio in Q2 2026, its #21 holding.
ADG Wealth Management Group first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
ADG Wealth Management Group's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $634K in Q1 2026.
436 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on ADG Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.