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

Ameriprise’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 		$43.4M Buy
1,718,025
+83,253
+5% +$2.1M 0.01% 1020
2026
Q1 		$41.4M Buy
1,634,772
+28,014
+2% +$712K 0.01% 971
2025
Q4 		$40.9M Buy
1,606,758
+389,640
+32% +$9.93M 0.01% 989
2025
Q3 		$31.1M Sell
1,217,118
-368,311
-23% -$9.36M 0.01% 1137
2025
Q2 		$40.3M Buy
1,585,429
+30,001
+2% +$756K 0.01% 974
2025
Q1 		$39.3M Buy
1,555,428
+471,500
+43% +$11.8M 0.01% 950
2024
Q4 		$27M Sell
1,083,928
-106,458
-9% -$2.67M 0.01% 1157
2024
Q3 		$30.4M Buy
1,190,386
+53,480
+5% +$1.35M 0.01% 1096
2024
Q2 		$28.1M Buy
1,136,906
+127,461
+13% +$3.14M 0.01% 1075
2024
Q1 		$25.2M Buy
1,009,445
+94,575
+10% +$2.35M 0.01% 1169
2023
Q4 		$23M Buy
914,870
+370,518
+68% +$9M 0.01% 1189
2023
Q3 		$13.1M Sell
544,352
-14,743
-3% -$359K ﹤0.01% 1500
2023
Q2 		$13.7M Buy
559,095
+49,523
+10% +$1.23M ﹤0.01% 1522
2023
Q1 		$12.7M Buy
509,572
+273,800
+116% +$6.76M ﹤0.01% 1585
2022
Q4 		$5.73M Buy
235,772
+50,767
+27% +$1.22M ﹤0.01% 2191
2022
Q3 		$4.4M Buy
185,005
+80,762
+77% +$2.01M ﹤0.01% 2313
2022
Q2 		$2.6M Buy
104,243
+3,600
+4% +$91.2K ﹤0.01% 2713
2022
Q1 		$2.65M Buy
100,643
+5,901
+6% +$160K ﹤0.01% 2789
2021
Q4 		$2.68M Buy
94,742
+4,906
+5% +$139K ﹤0.01% 2836
2021
Q3 		$2.58M Buy
89,836
+2,932
+3% +$85K ﹤0.01% 2770
2021
Q2 		$2.52M Buy
86,904
+6,289
+8% +$180K ﹤0.01% 2833
2021
Q1 		$2.28M Buy
80,615
+25,295
+46% +$731K ﹤0.01% 2805
2020
Q4 		$1.64M Buy
55,320
+6,756
+14% +$198K ﹤0.01% 2881
2020
Q3 		$1.41M Buy
48,564
+5,292
+12% +$155K ﹤0.01% 2830
2020
Q2 		$1.25M Buy
43,272
+1,347
+3% +$37.4K ﹤0.01% 2828
2020
Q1 		$1.1M Buy
+41,925
New +$1.16M ﹤0.01% 2775

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

Ameriprise's IBDT Position: Q2 2026 in Review

Ameriprise increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 5.1% in Q2 2026, buying an estimated $2.1M and bringing the position to 1,718,025 shares worth $43.4M. The position accounts for 0.01% of the portfolio, ranked #1020.

Ameriprise first reported a position in IBDT in Q1 2020 and has held it in 26 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

  • Ameriprise held 1,718,025 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $43.4M as of Q2 2026.
  • Ameriprise bought 83,253 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $2.1M.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 0.01% of Ameriprise's portfolio in Q2 2026, its #1020 holding.
  • Ameriprise first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2020 and has held it in 26 quarters since.
  • 435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.