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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lido Advisors
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
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Blue Trust Inc's IBDT Position: Q2 2026 in Review

Blue Trust Inc increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 257% in Q2 2026, buying an estimated $48.9K and bringing the position to 2,687 shares worth $67.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1212.

Blue Trust Inc first reported a position in IBDT in Q4 2024 and has held it in 7 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

  • Blue Trust Inc held 2,687 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $67.9K as of Q2 2026.
  • Blue Trust Inc bought 1,935 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $48.9K.
  • iShares iBonds Dec 2028 Term Corporate ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1212 holding.
  • Blue Trust Inc first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
  • 435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.