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 Q2	$1.51M	Buy	59,935 +661	+1%	+$16.7K	0.05%	57
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 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

Advance Capital Management's IBDT Position: Q2 2026 in Review

Advance Capital Management increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 1.1% in Q2 2026, buying an estimated $16.7K and bringing the position to 59,935 shares worth $1.51M. The position accounts for 0.05% of the portfolio, ranked #57.

Advance Capital Management first reported a position in IBDT in Q1 2024 and has held it in 10 quarters since. 436 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Advance Capital Management held 59,935 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $1.51M as of Q2 2026.
Advance Capital Management bought 661 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $16.7K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.05% of Advance Capital Management's portfolio in Q2 2026, its #57 holding.
Advance Capital Management first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
436 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Advance Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.