Annis Gardner Whiting Capital Advisors’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Annis Gardner Whiting Capital Advisors’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	–	Sell	-2,400	Closed	-$60.8K	–	757
2026 Q1	$60.8K	Buy	2,400 +1,000	+71%	+$25.4K	0.01%	545
2025 Q4	$35.6K	Hold	1,400	–	–	0.01%	577
2025 Q3	$35.7K	Sell	1,400 -995	-42%	-$25.3K	0.01%	540
2025 Q2	$60.9K	Buy	2,395 +995	+71%	+$25.1K	0.02%	383
2025 Q1	$35.4K	Hold	1,400	–	–	0.02%	385
2024 Q4	$34.9K	Hold	1,400	–	–	0.01%	382
2024 Q3	$35.7K	Hold	1,400	–	–	0.01%	401
2024 Q2	$34.7K	Hold	1,400	–	–	0.01%	465
2024 Q1	$34.9K	Hold	1,400	–	–	0.01%	448
2023 Q4	$35.1K	Hold	1,400	–	–	0.02%	341
2023 Q3	$33.6K	Buy	+1,400	New	+$34.1K	0.02%	332

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

Annis Gardner Whiting Capital Advisors's IBDT Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q2 2026, closing a stake of 2,400 shares — an estimated $60.8K sold.

Annis Gardner Whiting Capital Advisors first reported a position in IBDT in Q3 2023 and held it in 11 quarters. The position peaked at $60.9K in Q2 2025. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining iShares iBonds Dec 2028 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 2,400 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $60.8K.
Annis Gardner Whiting Capital Advisors first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q3 2023 and held it in 11 quarters.
Annis Gardner Whiting Capital Advisors's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $60.9K in Q2 2025.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.