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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
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
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 $25.5B 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 $6.22B AUM 22.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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 $6.93B AUM 28.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return