BCS Wealth Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

BCS 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
2025 Q2	–	Sell	-18,593	Closed	-$470K	–	269
2025 Q1	$470K	Hold	18,593	–	–	0.12%	154
2024 Q4	$463K	Hold	18,593	–	–	0.12%	154
2024 Q3	$475K	Hold	18,593	–	–	0.2%	100
2024 Q2	$461K	Hold	18,593	–	–	0.22%	90
2024 Q1	$463K	Buy	18,593 +9,988	+116%	+$249K	0.15%	140
2023 Q4	$216K	Buy	+8,605	New	+$209K	0.08%	210

Other funds holding IBDT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BCS Wealth Management's IBDT Position: Q2 2025 in Review

BCS Wealth Management sold out of iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q2 2025, closing a stake of 18,593 shares — an estimated $470K sold.

BCS Wealth Management first reported a position in IBDT in Q4 2023 and held it in 6 quarters. The position peaked at $475K in Q3 2024. 361 funds tracked by Wall St. Rank hold IBDT as of Q2 2025.

BCS Wealth Management reported no remaining iShares iBonds Dec 2028 Term Corporate ETF position as of Q2 2025 after selling out during the quarter.
BCS Wealth Management sold 18,593 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2025, an estimated $470K.
BCS Wealth Management first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2023 and held it in 6 quarters.
BCS Wealth Management's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $475K in Q3 2024.
361 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2025.

Based on BCS Wealth Management's 13F filing for Q2 2025, filed 15 Jul 2025.