Blue Trust Inc’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Blue Trust Inc’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 Q3	$91K	Buy	3,645 +958	+36%	+$24.1K	﹤0.01%	1033
2026 Q2	$67.9K	Buy	2,687 +1,935	+257%	+$48.9K	﹤0.01%	1212
2026 Q1	$19K	Buy	752 +6	+0.8%	+$153	﹤0.01%	1666
2025 Q4	$19K	Buy	746 +11	+1%	+$280	﹤0.01%	1699
2025 Q3	$18.8K	Buy	735 +8	+1%	+$203	﹤0.01%	1681
2025 Q2	$18.5K	Buy	727 +9	+1%	+$227	﹤0.01%	1701
2025 Q1	$18.1K	Buy	718 +5	+0.7%	+$125	﹤0.01%	1675
2024 Q4	$17.8K	Buy	+713	New	+$17.9K	﹤0.01%	1641

Other funds holding IBDT

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return

Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Blue Trust Inc's IBDT Position: Q3 2026 in Review

Blue Trust Inc increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 36% in Q3 2026, buying an estimated $24.1K and bringing the position to 3,645 shares worth $91K. The position accounts for ﹤0.01% of the portfolio, ranked #1033.

Blue Trust Inc first reported a position in IBDT in Q4 2024 and has held it in 8 quarters since. 279 funds tracked by Wall St. Rank hold IBDT as of Q3 2026.

Blue Trust Inc held 3,645 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $91K as of Q3 2026.
Blue Trust Inc bought 958 iShares iBonds Dec 2028 Term Corporate ETF shares in Q3 2026, an estimated $24.1K.
iShares iBonds Dec 2028 Term Corporate ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1033 holding.
Blue Trust Inc first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2024 and has held it in 8 quarters since.
279 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.