Avidian Wealth Enterprises’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Avidian Wealth Enterprises’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	$449K	Sell	18,000 -4,361	-20%	-$110K	0.01%	509
2026 Q2	$565K	Buy	22,361 +1,422	+7%	+$35.9K	0.02%	447
2026 Q1	$530K	Buy	20,939 +11,507	+122%	+$293K	0.02%	422
2025 Q4	$240K	Sell	9,432 -346	-4%	-$8.81K	0.01%	520
2025 Q3	$250K	Buy	9,778 +350	+4%	+$8.9K	0.01%	506
2025 Q2	$240K	Sell	9,428 -2,059	-18%	-$51.9K	0.01%	485
2025 Q1	$290K	Buy	+11,487	New	+$288K	0.01%	426

Other funds holding IBDT

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

MSRI

Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

MFG

Mendota Financial Group Madison, Wisconsin $161M AUM 7.98% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CSIA

Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return

SEEDPG

S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

Avidian Wealth Enterprises's IBDT Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 20% in Q3 2026, selling an estimated $110K and leaving 18,000 shares worth $449K. The position accounts for 0.01% of the portfolio, ranked #509.

Avidian Wealth Enterprises first reported a position in IBDT in Q1 2025 and has held it in 7 quarters since. The position peaked at $565K in Q2 2026. 17 funds tracked by Wall St. Rank hold IBDT as of Q3 2026.

Avidian Wealth Enterprises held 18,000 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $449K as of Q3 2026.
Avidian Wealth Enterprises sold 4,361 iShares iBonds Dec 2028 Term Corporate ETF shares in Q3 2026, an estimated $110K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #509 holding.
Avidian Wealth Enterprises first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2025 and has held it in 7 quarters since.
Avidian Wealth Enterprises's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $565K in Q2 2026.
17 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.