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Advisor OS’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Advisor OS’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 		$218K Buy
+8,653
New +$218K 0.01% 539
2026
Q1 		– Sell
-9,149
Closed -$233K – 603
2025
Q4 		$233K Buy
+9,149
New +$233K 0.02% 434

Other funds holding IBDT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lido Advisors
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
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Advisor OS's IBDT Position: Q2 2026 in Review

Advisor OS opened a new position in iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q2 2026: 8,653 shares worth $218K. The stake represents 0.01% of the portfolio and ranks #539 among its holdings. This is a return to the name: Advisor OS previously reported a position in IBDT as recently as Q4 2025.

Advisor OS first reported a position in IBDT in Q4 2025 and has held it in 2 quarters since. The position peaked at $233K in Q4 2025. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

  • Advisor OS held 8,653 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $218K as of Q2 2026.
  • iShares iBonds Dec 2028 Term Corporate ETF was a new Advisor OS position in Q2 2026.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 0.01% of Advisor OS's portfolio in Q2 2026, its #539 holding.
  • Advisor OS first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2025 and has held it in 2 quarters since.
  • Advisor OS's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $233K in Q4 2025.
  • 435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.