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Bartlett & Co Wealth Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Bartlett & Co Wealth Management’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 		$12.7K Hold
500
– – ﹤0.01% 890
2025
Q4 		$12.7K Hold
500
– – ﹤0.01% 896
2025
Q3 		$12.8K Hold
500
– – ﹤0.01% 886
2025
Q2 		$12.7K Hold
500
– – ﹤0.01% 890
2025
Q1 		$12.6K Sell
500
-100
-17% -$2.51K ﹤0.01% 892
2024
Q4 		$14.9K Hold
600
– – ﹤0.01% 854
2024
Q3 		$15.3K Hold
600
– – ﹤0.01% 854
2024
Q2 		$14.9K Hold
600
– – ﹤0.01% 862
2024
Q1 		$14.9K Hold
600
– – ﹤0.01% 864
2023
Q4 		$15.1K Hold
600
– – ﹤0.01% 933
2023
Q3 		$14.4K Hold
600
– – ﹤0.01% 878
2023
Q2 		$14.7K Buy
+600
New +$14.9K ﹤0.01% 867

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