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

AssuredPartners 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
Q1 		$2.5M Buy
+99,114
New +$2.52M 0.27% 94

Other funds holding IBDT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $377B AUM 19.32% 1-Year Est. Return

AssuredPartners Investment Advisors's IBDT Position: Q1 2026 in Review

AssuredPartners Investment Advisors opened a new position in iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q1 2026: 99,114 shares worth $2.5M. The stake represents 0.27% of the portfolio and ranks #94 among its holdings.

421 funds tracked by Wall St. Rank hold IBDT as of Q1 2026.

  • AssuredPartners Investment Advisors held 99,114 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $2.5M as of Q1 2026.
  • iShares iBonds Dec 2028 Term Corporate ETF was a new AssuredPartners Investment Advisors position in Q1 2026.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 0.27% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #94 holding.
  • 421 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.