Advisory Services Network’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Advisory Services Network’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	$528K	Buy	20,905 +3,099	+17%	+$78.3K	0.01%	1371
2026 Q1	$451K	Sell	17,806 -436	-2%	-$11.1K	0.01%	1355
2025 Q4	$464K	Buy	18,242 +3,976	+28%	+$101K	0.01%	1255
2025 Q3	$364K	Buy	14,266 +2,035	+17%	+$51.7K	0.01%	1356
2025 Q2	$310K	Buy	12,231 +2,673	+28%	+$67.4K	0.01%	1389
2025 Q1	$241K	Buy	+9,558	New	+$240K	﹤0.01%	1425
2024 Q1	–	Sell	-1,000	Closed	-$25.1K	–	2470
2023 Q4	$25.1K	Buy	+1,000	New	+$24.3K	﹤0.01%	2398
2021 Q3	–	Sell	-393	Closed	-$11K	–	2254
2021 Q2	$11K	Buy	+393	New	+$11.2K	﹤0.01%	2750
2021 Q1	–	Sell	-393	Closed	-$12K	–	2068
2020 Q4	$12K	Sell	393 -1,990	-84%	-$58.2K	﹤0.01%	2344
2020 Q3	$69K	Buy	+2,383	New	+$69.7K	﹤0.01%	1421
2020 Q2	–	Sell	-2,383	Closed	-$62K	–	1820
2020 Q1	$62K	Sell	2,383 -52	-2%	-$1.44K	﹤0.01%	1283
2019 Q4	$67K	Buy	2,435 +1,990	+447%	+$55.1K	﹤0.01%	1360
2019 Q3	$12K	Hold	445	–	–	﹤0.01%	2079
2019 Q2	$12K	Buy	445 +95	+27%	+$2.5K	﹤0.01%	2077
2019 Q1	$9K	Buy	+350	New	+$8.91K	﹤0.01%	1889

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

Advisory Services Network's IBDT Position: Q2 2026 in Review

Advisory Services Network increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 17% in Q2 2026, buying an estimated $78.3K and bringing the position to 20,905 shares worth $528K. The position accounts for 0.01% of the portfolio, ranked #1371.

Advisory Services Network first reported a position in IBDT in Q1 2019 and has held it in 15 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Advisory Services Network held 20,905 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $528K as of Q2 2026.
Advisory Services Network bought 3,099 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $78.3K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.01% of Advisory Services Network's portfolio in Q2 2026, its #1371 holding.
Advisory Services Network first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2019 and has held it in 15 quarters since.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.