American Money Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

American Money 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	$380K	Sell	15,046 -58	-0.4%	-$1.47K	0.05%	125
2026 Q1	$383K	Sell	15,104 -58	-0.4%	-$1.48K	0.06%	116
2025 Q4	$386K	Buy	15,162 +6,100	+67%	+$155K	0.06%	112
2025 Q3	$231K	Hold	9,062	–	–	0.04%	139
2025 Q2	$230K	Buy	+9,062	New	+$228K	0.04%	133
2024 Q1	–	Sell	-8,262	Closed	-$207K	–	139
2023 Q4	$207K	Sell	8,262 -932	-10%	-$22.6K	0.05%	133
2023 Q3	$221K	Sell	9,194 -1,200	-12%	-$29.2K	0.06%	128
2023 Q2	$255K	Hold	10,394	–	–	0.06%	124
2023 Q1	$259K	Sell	10,394 -734	-7%	-$18.1K	0.07%	119
2022 Q4	$270K	Sell	11,128 -342	-3%	-$8.24K	0.08%	117
2022 Q3	$273K	Buy	11,470 +1,800	+19%	+$44.9K	0.08%	113
2022 Q2	$241K	Hold	9,670	–	–	0.07%	121
2022 Q1	$255K	Buy	9,670 +1,799	+23%	+$48.9K	0.07%	126
2021 Q4	$223K	Sell	7,871 -11,661	-60%	-$331K	0.06%	132
2021 Q3	$560K	Buy	+19,532	New	+$566K	0.16%	95

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

American Money Management's IBDT Position: Q2 2026 in Review

American Money Management reduced its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 0.38% in Q2 2026, selling an estimated $1.47K and leaving 15,046 shares worth $380K. The position accounts for 0.05% of the portfolio, ranked #125.

American Money Management first reported a position in IBDT in Q3 2021 and has held it in 15 quarters since. The position peaked at $560K in Q3 2021. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

American Money Management held 15,046 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $380K as of Q2 2026.
American Money Management sold 58 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $1.47K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.05% of American Money Management's portfolio in Q2 2026, its #125 holding.
American Money Management first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q3 2021 and has held it in 15 quarters since.
American Money Management's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $560K in Q3 2021.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on American Money Management's 13F filing for Q2 2026, filed 13 Aug 2026.