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 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

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

Brookstone Capital Management's IBDT Position: Q2 2026 in Review

Brookstone Capital Management reduced its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 2.8% in Q2 2026, selling an estimated $21.4K and leaving 29,903 shares worth $755K. The position accounts for 0.01% of the portfolio, ranked #800.

Brookstone Capital Management first reported a position in IBDT in Q1 2024 and has held it in 10 quarters since. The position peaked at $811K in Q3 2025. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Brookstone Capital Management held 29,903 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $755K as of Q2 2026.
Brookstone Capital Management sold 849 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $21.4K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #800 holding.
Brookstone Capital Management first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
Brookstone Capital Management's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $811K in Q3 2025.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.