BridgePort Financial Solutions’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

BridgePort Financial Solutions’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	$1.42M	Sell	56,409 -1,983	-3%	-$50.1K	0.36%	61
2026 Q1	$1.48M	Sell	58,392 -2,805	-5%	-$71.3K	0.42%	51
2025 Q4	$1.56M	Sell	61,197 -4,965	-8%	-$126K	0.42%	51
2025 Q3	$1.69M	Buy	66,162 +145	+0.2%	+$3.69K	0.45%	47
2025 Q2	$1.68M	Sell	66,017 -1,250	-2%	-$31.5K	0.56%	43
2025 Q1	$1.7M	Hold	67,267	–	–	0.77%	33
2024 Q4	$1.69M	Buy	+67,267	New	+$1.69M	0.77%	32

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

BridgePort Financial Solutions's IBDT Position: Q2 2026 in Review

BridgePort Financial Solutions reduced its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 3.4% in Q2 2026, selling an estimated $50.1K and leaving 56,409 shares worth $1.42M. The position accounts for 0.36% of the portfolio, ranked #61.

BridgePort Financial Solutions first reported a position in IBDT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.7M in Q1 2025. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

BridgePort Financial Solutions held 56,409 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $1.42M as of Q2 2026.
BridgePort Financial Solutions sold 1,983 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $50.1K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.36% of BridgePort Financial Solutions's portfolio in Q2 2026, its #61 holding.
BridgePort Financial Solutions first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
BridgePort Financial Solutions's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $1.7M in Q1 2025.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on BridgePort Financial Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.