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

Cabot 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	$4.3M	Buy	170,474 +75,003	+79%	+$1.89M	0.44%	61
2026 Q1	$2.42M	Buy	95,471 +14,385	+18%	+$366K	0.28%	72
2025 Q4	$2.06M	Buy	81,086 +4,602	+6%	+$117K	0.23%	79
2025 Q3	$1.95M	Buy	76,484 +2,661	+4%	+$67.6K	0.22%	81
2025 Q2	$1.88M	Buy	73,823 +1,910	+3%	+$48.1K	0.22%	82
2025 Q1	$1.82M	Buy	71,913 +6,138	+9%	+$154K	0.23%	79
2024 Q4	$1.64M	Buy	65,775 +308	+0.5%	+$7.74K	0.21%	82
2024 Q3	$1.67M	Buy	65,467 +32,932	+101%	+$830K	0.21%	86
2024 Q2	$806K	Buy	32,535 +8,389	+35%	+$207K	0.11%	105
2024 Q1	$601K	Buy	24,146 +2,257	+10%	+$56.2K	0.08%	108
2023 Q4	$549K	Buy	21,889 +1,019	+5%	+$24.7K	0.08%	106
2023 Q3	$502K	Buy	20,870 +4,070	+24%	+$99K	0.08%	109
2023 Q2	$412K	Buy	16,800 +639	+4%	+$15.8K	0.06%	119
2023 Q1	$403K	Buy	16,161 +350	+2%	+$8.64K	0.06%	114
2022 Q4	$384K	Buy	15,811 +1,324	+9%	+$31.9K	0.06%	116
2022 Q3	$345K	Buy	14,487 +312	+2%	+$7.78K	0.06%	126
2022 Q2	$354K	Buy	14,175 +744	+6%	+$18.9K	0.06%	130
2022 Q1	$354K	Buy	+13,431	New	+$365K	0.05%	133

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

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

Cabot Wealth Management increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 79% in Q2 2026, buying an estimated $1.89M and bringing the position to 170,474 shares worth $4.3M. The position accounts for 0.44% of the portfolio, ranked #61.

Cabot Wealth Management first reported a position in IBDT in Q1 2022 and has held it in 18 quarters since. 436 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Cabot Wealth Management held 170,474 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $4.3M as of Q2 2026.
Cabot Wealth Management bought 75,003 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $1.89M.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.44% of Cabot Wealth Management's portfolio in Q2 2026, its #61 holding.
Cabot Wealth Management first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2022 and has held it in 18 quarters since.
436 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Cabot Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.