Brookstone Capital Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Brookstone Capital 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
2026 Q3	$318K	Sell	12,753 -17,150	-57%	-$431K	﹤0.01%	1090
2026 Q2	$755K	Sell	29,903 -849	-3%	-$21.4K	0.01%	800
2026 Q1	$779K	Sell	30,752 -302	-1%	-$7.68K	0.01%	719
2025 Q4	$790K	Sell	31,054 -715	-2%	-$18.2K	0.01%	705
2025 Q3	$811K	Buy	31,769 +1,487	+5%	+$37.8K	0.01%	668
2025 Q2	$770K	Buy	30,282 +2	+0%	+$50	0.01%	635
2025 Q1	$765K	Buy	30,280 +890	+3%	+$22.3K	0.01%	614
2024 Q4	$732K	Buy	29,390 +5,162	+21%	+$130K	0.01%	603
2024 Q3	$619K	Buy	24,228 +6,981	+40%	+$176K	0.01%	637
2024 Q2	$431K	Buy	17,247 +4,968	+40%	+$122K	0.01%	689
2024 Q1	$306K	Buy	+12,279	New	+$306K	0.01%	757

Other funds holding IBDT

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sound View Wealth Advisors Group Savannah, Georgia $1.62B AUM 19.49% 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 20.29% 1-Year Est. Return

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

Brookstone Capital Management's IBDT Position: Q3 2026 in Review

Brookstone Capital Management reduced its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 57% in Q3 2026, selling an estimated $431K and leaving 12,753 shares worth $318K. The position accounts for ﹤0.01% of the portfolio, ranked #1090.

Brookstone Capital Management first reported a position in IBDT in Q1 2024 and has held it in 11 quarters since. The position peaked at $811K in Q3 2025. 339 funds tracked by Wall St. Rank hold IBDT as of Q3 2026.

Brookstone Capital Management held 12,753 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $318K as of Q3 2026.
Brookstone Capital Management sold 17,150 iShares iBonds Dec 2028 Term Corporate ETF shares in Q3 2026, an estimated $431K.
iShares iBonds Dec 2028 Term Corporate ETF made up ﹤0.01% of Brookstone Capital Management's portfolio in Q3 2026, its #1090 holding.
Brookstone Capital Management first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2024 and has held it in 11 quarters since.
Brookstone Capital Management's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $811K in Q3 2025.
339 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q3 2026.

Based on Brookstone Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.