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 Q2	$12.6K	Hold	500	–	–	﹤0.01%	957
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 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

Bartlett & Co Wealth Management's IBDT Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) position steady in Q2 2026 at 500 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #957.

Bartlett & Co Wealth Management first reported a position in IBDT in Q2 2023 and has held it in 13 quarters since. The position peaked at $15.3K in Q3 2024. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Bartlett & Co Wealth Management held 500 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $12.6K as of Q2 2026.
Bartlett & Co Wealth Management left its iShares iBonds Dec 2028 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2028 Term Corporate ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #957 holding.
Bartlett & Co Wealth Management first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q2 2023 and has held it in 13 quarters since.
Bartlett & Co Wealth Management's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $15.3K in Q3 2024.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.