Baker Boyer National Bank’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Baker Boyer National Bank’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	$674K	Sell	26,706 -317	-1%	-$8K	0.19%	45
2026 Q1	$684K	Buy	27,023 +2,683	+11%	+$68.2K	0.21%	43
2025 Q4	$620K	Buy	24,340 +226	+0.9%	+$5.76K	0.19%	46
2025 Q3	$615K	Sell	24,114 -2,693	-10%	-$68.4K	0.2%	41
2025 Q2	$681K	Buy	26,807 +239	+0.9%	+$6.02K	0.24%	36
2025 Q1	$671K	Buy	26,568 +520	+2%	+$13K	0.25%	35
2024 Q4	$649K	Buy	26,048 +2,012	+8%	+$50.5K	0.22%	39
2024 Q3	$614K	Buy	24,036 +3,916	+19%	+$98.7K	0.21%	41
2024 Q2	$498K	Buy	+20,120	New	+$496K	0.17%	43

Other funds holding IBDT

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

WIC

Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Baker Boyer National Bank's IBDT Position: Q2 2026 in Review

Baker Boyer National Bank reduced its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 1.2% in Q2 2026, selling an estimated $8K and leaving 26,706 shares worth $674K. The position accounts for 0.19% of the portfolio, ranked #45.

Baker Boyer National Bank first reported a position in IBDT in Q2 2024 and has held it in 9 quarters since. The position peaked at $684K in Q1 2026. 224 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Baker Boyer National Bank held 26,706 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $674K as of Q2 2026.
Baker Boyer National Bank sold 317 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $8K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.19% of Baker Boyer National Bank's portfolio in Q2 2026, its #45 holding.
Baker Boyer National Bank first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q2 2024 and has held it in 9 quarters since.
Baker Boyer National Bank's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $684K in Q1 2026.
224 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Baker Boyer National Bank's 13F filing for Q2 2026, filed 27 Jul 2026.