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

Archford Capital Strategies’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 		$1.21M Sell
47,731
-2,750
-5% -$69.4K 0.12% 148
2026
Q1 		$1.28M Sell
50,481
-773
-2% -$19.7K 0.15% 143
2025
Q4 		$1.3M Buy
51,254
+25
+0% +$637 0.15% 134
2025
Q3 		$1.31M Buy
51,229
+1,275
+3% +$32.4K 0.16% 134
2025
Q2 		$1.27M Sell
49,954
-2,342
-4% -$59K 0.16% 126
2025
Q1 		$1.32M Sell
52,296
-865
-2% -$21.7K 0.19% 124
2024
Q4 		$1.32M Sell
53,161
-1,503
-3% -$37.7K 0.2% 117
2024
Q3 		$1.38M Sell
54,664
-1,380
-2% -$34.8K 0.21% 109
2024
Q2 		$1.39M Buy
56,044
+1,573
+3% +$38.8K 0.23% 106
2024
Q1 		$1.36M Sell
54,471
-396
-0.7% -$9.86K 0.23% 112
2023
Q4 		$1.38M Sell
54,867
-14,793
-21% -$359K 0.25% 103
2023
Q3 		$1.67M Buy
69,660
+4,237
+6% +$103K 0.33% 75
2023
Q2 		$1.61M Buy
65,423
+8,448
+15% +$209K 0.3% 78
2023
Q1 		$1.43M Buy
56,975
+6,642
+13% +$164K 0.3% 80
2022
Q4 		$1.22M Buy
50,333
+15,195
+43% +$366K 0.28% 89
2022
Q3 		$836K Sell
35,138
-40
-0.1% -$998 0.22% 111
2022
Q2 		$878K Buy
35,178
+972
+3% +$24.6K 0.22% 109
2022
Q1 		$890K Buy
34,206
+10,649
+45% +$289K 0.2% 128
2021
Q4 		$667K Buy
23,557
+1,064
+5% +$30.2K 0.15% 154
2021
Q3 		$644K Buy
22,493
+1,652
+8% +$47.9K 0.15% 162
2021
Q2 		$602K Buy
20,841
+1,542
+8% +$44.1K 0.15% 158
2021
Q1 		$552K Buy
+19,299
New +$558K 0.15% 156
2020
Q2 		– Sell
-13,667
Closed -$359K – 250
2020
Q1 		$359K Buy
13,667
+2,379
+21% +$65.8K 0.14% 161
2019
Q4 		$313K Buy
11,288
+1,626
+17% +$45.1K 0.11% 192
2019
Q3 		$268K Buy
9,662
+630
+7% +$17.3K 0.1% 193
2019
Q2 		$245K Buy
9,032
+1,619
+22% +$42.6K 0.09% 196
2019
Q1 		$194K Buy
+7,413
New +$189K 0.07% 210

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

Archford Capital Strategies's IBDT Position: Q2 2026 in Review

Archford Capital Strategies reduced its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 5.4% in Q2 2026, selling an estimated $69.4K and leaving 47,731 shares worth $1.21M. The position accounts for 0.12% of the portfolio, ranked #148.

Archford Capital Strategies first reported a position in IBDT in Q1 2019 and has held it in 27 quarters since. The position peaked at $1.67M in Q3 2023. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

  • Archford Capital Strategies held 47,731 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $1.21M as of Q2 2026.
  • Archford Capital Strategies sold 2,750 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $69.4K.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 0.12% of Archford Capital Strategies's portfolio in Q2 2026, its #148 holding.
  • Archford Capital Strategies first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2019 and has held it in 27 quarters since.
  • Archford Capital Strategies's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $1.67M in Q3 2023.
  • 435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.