Ashton Thomas Private Wealth’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Ashton Thomas Private Wealth’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	$256K	Buy	10,147 +775	+8%	+$19.6K	0.01%	1046
2026 Q1	$237K	Buy	9,372 +494	+6%	+$12.6K	0.01%	971
2025 Q4	$226K	Buy	+8,878	New	+$226K	0.01%	919
2025 Q3	–	Sell	-8,416	Closed	-$214K	–	982
2025 Q2	$214K	Sell	8,416 -1,296	-13%	-$32.7K	0.01%	786
2025 Q1	$245K	Sell	9,712 -29	-0.3%	-$727	0.01%	715
2024 Q4	$243K	Buy	+9,741	New	+$245K	0.01%	695
2024 Q3	–	Sell	-4,212	Closed	-$104K	–	1179
2024 Q2	$104K	Buy	+4,212	New	+$104K	0.01%	739

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

Ashton Thomas Private Wealth's IBDT Position: Q2 2026 in Review

Ashton Thomas Private Wealth increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 8.3% in Q2 2026, buying an estimated $19.6K and bringing the position to 10,147 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #1046.

Ashton Thomas Private Wealth first reported a position in IBDT in Q2 2024 and has held it in 7 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Ashton Thomas Private Wealth held 10,147 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $256K as of Q2 2026.
Ashton Thomas Private Wealth bought 775 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $19.6K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #1046 holding.
Ashton Thomas Private Wealth first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q2 2024 and has held it in 7 quarters since.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.