Autumn Glory Partners’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Autumn Glory Partners’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	$757K	Buy	29,977 +2,430	+9%	+$61.4K	0.21%	106
2026 Q1	$698K	Buy	27,547 +31	+0.1%	+$788	0.26%	92
2025 Q4	$700K	Buy	27,516 +64	+0.2%	+$1.63K	0.25%	101
2025 Q3	$701K	Buy	27,452 +634	+2%	+$16.1K	0.29%	92
2025 Q2	$682K	Buy	26,818 +31	+0.1%	+$781	0.32%	84
2025 Q1	$677K	Buy	26,787 +2,000	+8%	+$50.1K	0.34%	87
2024 Q4	$617K	Sell	24,787 -82	-0.3%	-$2.06K	0.3%	85
2024 Q3	$635K	Hold	24,869	–	–	0.24%	107
2024 Q2	$616K	Buy	24,869 +4,026	+19%	+$99.3K	0.31%	85
2024 Q1	$519K	Hold	20,843	–	–	0.25%	90
2023 Q4	$522K	Buy	20,843 +681	+3%	+$16.5K	0.3%	87
2023 Q3	$484K	Buy	20,162 +5,577	+38%	+$136K	0.3%	85
2023 Q2	$357K	Buy	+14,585	New	+$361K	0.26%	91

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

Autumn Glory Partners's IBDT Position: Q2 2026 in Review

Autumn Glory Partners increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 8.8% in Q2 2026, buying an estimated $61.4K and bringing the position to 29,977 shares worth $757K. The position accounts for 0.21% of the portfolio, ranked #106.

Autumn Glory Partners first reported a position in IBDT in Q2 2023 and has held it in 13 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Autumn Glory Partners held 29,977 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $757K as of Q2 2026.
Autumn Glory Partners bought 2,430 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $61.4K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.21% of Autumn Glory Partners's portfolio in Q2 2026, its #106 holding.
Autumn Glory Partners first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q2 2023 and has held it in 13 quarters since.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Autumn Glory Partners's 13F filing for Q2 2026, filed 3 Aug 2026.