Beacon Pointe Advisors’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Beacon Pointe 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	$9.6M	Buy	380,094 +16,477	+5%	+$416K	0.04%	345
2026 Q1	$9.21M	Buy	363,617 +52,992	+17%	+$1.35M	0.05%	340
2025 Q4	$7.91M	Buy	310,625 +21,517	+7%	+$548K	0.06%	298
2025 Q3	$7.38M	Buy	289,108 +8,623	+3%	+$219K	0.06%	285
2025 Q2	$7.13M	Sell	280,485 -660	-0.2%	-$16.6K	0.07%	238
2025 Q1	$7.1M	Buy	281,145 +27,921	+11%	+$700K	0.08%	222
2024 Q4	$6.31M	Buy	253,224 +34,201	+16%	+$859K	0.07%	232
2024 Q3	$5.59M	Buy	219,023 +22,691	+12%	+$572K	0.06%	266
2024 Q2	$4.86M	Buy	196,332 +40,576	+26%	+$1M	0.06%	285
2024 Q1	$3.88M	Buy	155,756 +47,473	+44%	+$1.18M	0.04%	356
2023 Q4	$2.72M	Buy	108,283 +22,642	+26%	+$550K	0.03%	409
2023 Q3	$2.06M	Buy	85,641 +11,389	+15%	+$277K	0.03%	454
2023 Q2	$1.82M	Buy	74,252 +18,215	+33%	+$451K	0.03%	403
2023 Q1	$1.4M	Buy	56,037 +45,652	+440%	+$1.13M	0.02%	471
2022 Q4	$252K	Buy	+10,385	New	+$250K	﹤0.01%	921

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

Beacon Pointe Advisors's IBDT Position: Q2 2026 in Review

Beacon Pointe Advisors increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 4.5% in Q2 2026, buying an estimated $416K and bringing the position to 380,094 shares worth $9.6M. The position accounts for 0.04% of the portfolio, ranked #345.

Beacon Pointe Advisors first reported a position in IBDT in Q4 2022 and has held it in 15 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Beacon Pointe Advisors held 380,094 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $9.6M as of Q2 2026.
Beacon Pointe Advisors bought 16,477 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $416K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.04% of Beacon Pointe Advisors's portfolio in Q2 2026, its #345 holding.
Beacon Pointe Advisors first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2022 and has held it in 15 quarters since.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.