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

AlphaCore Capital’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	$15.4K	Hold	610	–	–	﹤0.01%	1378
2026 Q1	$15.5K	Hold	610	–	–	﹤0.01%	1094
2025 Q4	$15.5K	Buy	+610	New	+$15.5K	﹤0.01%	1281
2025 Q3	–	Sell	-1,430	Closed	-$36.4K	–	1102
2025 Q2	$36.4K	Hold	1,430	–	–	﹤0.01%	859
2025 Q1	$36.1K	Buy	+1,430	New	+$35.8K	﹤0.01%	620

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

AlphaCore Capital's IBDT Position: Q2 2026 in Review

AlphaCore Capital held its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) position steady in Q2 2026 at 610 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1378.

AlphaCore Capital first reported a position in IBDT in Q1 2025 and has held it in 5 quarters since. The position peaked at $36.4K in Q2 2025. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

AlphaCore Capital held 610 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $15.4K as of Q2 2026.
AlphaCore Capital left its iShares iBonds Dec 2028 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2028 Term Corporate ETF made up ﹤0.01% of AlphaCore Capital's portfolio in Q2 2026, its #1378 holding.
AlphaCore Capital first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2025 and has held it in 5 quarters since.
AlphaCore Capital's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $36.4K in Q2 2025.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.