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Arcadia Investment Advisors’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Arcadia Investment 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 		$9.35M Buy
370,192
+26,688
+8% +$674K 3.94% 12
2026
Q1 		$8.7M Buy
343,504
+20,107
+6% +$511K 4.11% 11
2025
Q4 		$8.23M Buy
323,397
+64,493
+25% +$1.64M 3.83% 12
2025
Q3 		$6.61M Buy
258,904
+2,885
+1% +$73.3K 3.21% 14
2025
Q2 		$6.51M Sell
256,019
-2,831
-1% -$71.3K 3.37% 14
2025
Q1 		$6.54M Buy
258,850
+9,338
+4% +$234K 3.66% 14
2024
Q4 		$6.21M Buy
249,512
+5,452
+2% +$137K 3.39% 15
2024
Q3 		$6.23M Buy
244,060
+8,180
+3% +$206K 3.34% 16
2024
Q2 		$5.84M Sell
235,880
-1,013
-0.4% -$25K 3.32% 16
2024
Q1 		$5.9M Buy
236,893
+722
+0.3% +$18K 3.37% 16
2023
Q4 		$5.93M Buy
236,171
+7,015
+3% +$170K 3.57% 14
2023
Q3 		$5.51M Buy
229,156
+867
+0.4% +$21.1K 3.65% 15
2023
Q2 		$5.59M Buy
228,289
+2,675
+1% +$66.2K 3.67% 14
2023
Q1 		$5.63M Sell
225,614
-11,426
-5% -$282K 3.87% 13
2022
Q4 		$5.76M Buy
237,040
+18,626
+9% +$449K 4.02% 12
2022
Q3 		$5.2M Buy
218,414
+6,530
+3% +$163K 3.93% 13
2022
Q2 		$5.29M Buy
211,884
+8,892
+4% +$225K 3.88% 12
2022
Q1 		$5.35M Buy
202,992
+17,705
+10% +$481K 3.25% 14
2021
Q4 		$5.24M Buy
185,287
+49,613
+37% +$1.41M 2.68% 16
2021
Q3 		$3.89M Buy
+135,674
New +$3.93M 2.1% 17

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

Arcadia Investment Advisors's IBDT Position: Q2 2026 in Review

Arcadia Investment Advisors increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 7.8% in Q2 2026, buying an estimated $674K and bringing the position to 370,192 shares worth $9.35M. The position accounts for 3.94% of the portfolio, ranked #12.

Arcadia Investment Advisors first reported a position in IBDT in Q3 2021 and has held it in 20 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

  • Arcadia Investment Advisors held 370,192 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $9.35M as of Q2 2026.
  • Arcadia Investment Advisors bought 26,688 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $674K.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 3.94% of Arcadia Investment Advisors's portfolio in Q2 2026, its #12 holding.
  • Arcadia Investment Advisors first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q3 2021 and has held it in 20 quarters since.
  • 435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Arcadia Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.