Bullock Wealth Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Bullock Wealth 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	$1.53M	Buy	60,716 +11,592	+24%	+$293K	0.66%	30
2026 Q1	$1.24M	Buy	49,124 +9,913	+25%	+$252K	0.62%	37
2025 Q4	$998K	Buy	39,211 +6,018	+18%	+$153K	0.49%	50
2025 Q3	$846K	Buy	33,193 +2,506	+8%	+$63.7K	0.42%	58
2025 Q2	$776K	Buy	30,687 +5,251	+21%	+$132K	0.41%	61
2025 Q1	$640K	Buy	25,436 +14,969	+143%	+$375K	0.36%	65
2024 Q4	$261K	Buy	10,467 +4,864	+87%	+$122K	0.15%	122
2024 Q3	$143K	Buy	5,603 +1,498	+36%	+$37.8K	0.09%	170
2024 Q2	$101K	Sell	4,105 -83	-2%	-$2.05K	0.07%	184
2024 Q1	$104K	Buy	+4,188	New	+$104K	0.07%	183

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

Bullock Wealth Management's IBDT Position: Q2 2026 in Review

Bullock Wealth Management increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 24% in Q2 2026, buying an estimated $293K and bringing the position to 60,716 shares worth $1.53M. The position accounts for 0.66% of the portfolio, ranked #30.

Bullock Wealth Management first reported a position in IBDT in Q1 2024 and has held it in 10 quarters since. 436 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Bullock Wealth Management held 60,716 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $1.53M as of Q2 2026.
Bullock Wealth Management bought 11,592 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $293K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.66% of Bullock Wealth Management's portfolio in Q2 2026, its #30 holding.
Bullock Wealth Management first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
436 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.