Advance Capital Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Advance Capital 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 Q1	$1.5M	Buy	59,274 +2,715	+5%	+$69K	0.06%	52
2025 Q4	$1.44M	Buy	56,559 +858	+2%	+$21.9K	0.06%	52
2025 Q3	$1.42M	Buy	55,701 +614	+1%	+$15.6K	0.06%	50
2025 Q2	$1.4M	Buy	55,087 +585	+1%	+$14.7K	0.06%	48
2025 Q1	$1.38M	Buy	54,502 +8,404	+18%	+$211K	0.07%	46
2024 Q4	$1.15M	Buy	46,098 +708	+2%	+$17.8K	0.05%	46
2024 Q3	$1.16M	Buy	45,390 +3,512	+8%	+$88.6K	0.05%	46
2024 Q2	$1.04M	Buy	41,878 +2,735	+7%	+$67.4K	0.05%	45
2024 Q1	$975K	Buy	+39,143	New	+$974K	0.07%	45

Other funds holding IBDT

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return