Atwater Malick’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Atwater Malick’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	$553K	Buy	21,918 +3,373	+18%	+$85.2K	0.12%	74
2026 Q1	$470K	Buy	18,545 +2,188	+13%	+$55.6K	0.13%	63
2025 Q4	$416K	Buy	16,357 +5,209	+47%	+$133K	0.11%	60
2025 Q3	$284K	Hold	11,148	–	–	0.08%	72
2025 Q2	$283K	Hold	11,148	–	–	0.09%	69
2025 Q1	$282K	Buy	11,148 +2,484	+29%	+$62.2K	0.1%	68
2024 Q4	$216K	Hold	8,664	–	–	0.07%	71
2024 Q3	$221K	Hold	8,664	–	–	0.07%	73
2024 Q2	$215K	Hold	8,664	–	–	0.07%	73
2024 Q1	$216K	Buy	8,664 +600	+7%	+$14.9K	0.08%	75
2023 Q4	$202K	Buy	+8,064	New	+$196K	0.08%	70

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

Atwater Malick's IBDT Position: Q2 2026 in Review

Atwater Malick increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 18% in Q2 2026, buying an estimated $85.2K and bringing the position to 21,918 shares worth $553K. The position accounts for 0.12% of the portfolio, ranked #74.

Atwater Malick first reported a position in IBDT in Q4 2023 and has held it in 11 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Atwater Malick held 21,918 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $553K as of Q2 2026.
Atwater Malick bought 3,373 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $85.2K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.12% of Atwater Malick's portfolio in Q2 2026, its #74 holding.
Atwater Malick first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Atwater Malick's 13F filing for Q2 2026, filed 27 Jul 2026.