Atwater Malick
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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
Q3 		$547K Hold
21,918
– – 0.12% 75
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

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
TABR Capital Management
TABR Capital Management Orange, California $136M AUM 24.56% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
Windsor Capital Management
Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return
Novem Group
Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return
Ironwood Financial
Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

Atwater Malick's IBDT Position: Q3 2026 in Review

Atwater Malick held its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) position steady in Q3 2026 at 21,918 shares worth $547K. The position accounts for 0.12% of the portfolio, ranked #75.

Atwater Malick first reported a position in IBDT in Q4 2023 and has held it in 12 quarters since. The position peaked at $553K in Q2 2026. 135 funds tracked by Wall St. Rank hold IBDT as of Q3 2026.

  • Atwater Malick held 21,918 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $547K as of Q3 2026.
  • Atwater Malick left its iShares iBonds Dec 2028 Term Corporate ETF share count unchanged in Q3 2026.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 0.12% of Atwater Malick's portfolio in Q3 2026, its #75 holding.
  • Atwater Malick first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2023 and has held it in 12 quarters since.
  • Atwater Malick's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $553K in Q2 2026.
  • 135 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q3 2026.

Based on Atwater Malick's 13F filing for Q3 2026, filed 15 Oct 2026.