Baron Silver Stevens Financial Advisors’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Baron Silver Stevens Financial Advisors’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	$1.37M	Buy	54,236 +6,374	+13%	+$161K	0.17%	53
2026 Q1	$1.21M	Sell	47,862 -1,970	-4%	-$50.1K	0.18%	54
2025 Q4	$1.27M	Buy	49,832 +394	+0.8%	+$10K	0.18%	56
2025 Q3	$1.26M	Buy	49,438 +664	+1%	+$16.9K	0.18%	55
2025 Q2	$1.24M	Buy	48,774 +13,696	+39%	+$345K	0.2%	53
2025 Q1	$886K	Sell	35,078 -1,359	-4%	-$34.1K	0.16%	57
2024 Q4	$907K	Buy	36,437 +4,210	+13%	+$106K	0.15%	57
2024 Q3	$823K	Buy	32,227 +317	+1%	+$7.99K	0.14%	59
2024 Q2	$790K	Buy	31,910 +318	+1%	+$7.84K	0.15%	58
2024 Q1	$787K	Buy	31,592 +3,315	+12%	+$82.5K	0.15%	60
2023 Q4	$709K	Buy	+28,277	New	+$687K	0.15%	55

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

Baron Silver Stevens Financial Advisors's IBDT Position: Q2 2026 in Review

Baron Silver Stevens Financial Advisors increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 13% in Q2 2026, buying an estimated $161K and bringing the position to 54,236 shares worth $1.37M. The position accounts for 0.17% of the portfolio, ranked #53.

Baron Silver Stevens Financial Advisors first reported a position in IBDT in Q4 2023 and has held it in 11 quarters since. 436 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Baron Silver Stevens Financial Advisors held 54,236 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $1.37M as of Q2 2026.
Baron Silver Stevens Financial Advisors bought 6,374 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $161K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.17% of Baron Silver Stevens Financial Advisors's portfolio in Q2 2026, its #53 holding.
Baron Silver Stevens Financial Advisors first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
436 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.