Advisornet Financial’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Advisornet Financial’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	$20.3K	Buy	804 +9	+1%	+$227	﹤0.01%	1386
2026 Q1	$20.1K	Buy	795 +5	+0.6%	+$127	﹤0.01%	1335
2025 Q4	$20.1K	Buy	790 +12	+2%	+$306	﹤0.01%	1322
2025 Q3	$19.8K	Buy	778 +9	+1%	+$229	﹤0.01%	1306
2025 Q2	$19.5K	Buy	769 +9	+1%	+$227	﹤0.01%	1279
2025 Q1	$19.2K	Buy	760 +6	+0.8%	+$150	﹤0.01%	1208
2024 Q4	$18.8K	Buy	754 +11	+1%	+$276	﹤0.01%	1165
2024 Q3	$19K	Buy	743 +9	+1%	+$227	﹤0.01%	1214
2024 Q2	$18.2K	Buy	734 +8	+1%	+$197	﹤0.01%	1125
2024 Q1	$18.1K	Buy	726 +6	+0.8%	+$149	﹤0.01%	1106
2023 Q4	$18.1K	Buy	+720	New	+$17.5K	﹤0.01%	1116

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

Advisornet Financial's IBDT Position: Q2 2026 in Review

Advisornet Financial increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 1.1% in Q2 2026, buying an estimated $227 and bringing the position to 804 shares worth $20.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1386.

Advisornet Financial first reported a position in IBDT in Q4 2023 and has held it in 11 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Advisornet Financial held 804 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $20.3K as of Q2 2026.
Advisornet Financial bought 9 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $227.
iShares iBonds Dec 2028 Term Corporate ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1386 holding.
Advisornet Financial first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.