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 Q3	$3.66M	Sell	146,734 -23,740	-14%	-$596K	0.37%	66
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

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

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

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Cabot Wealth Management's IBDT Position: Q3 2026 in Review

Cabot Wealth Management reduced its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 14% in Q3 2026, selling an estimated $596K and leaving 146,734 shares worth $3.66M. The position accounts for 0.37% of the portfolio, ranked #66.

Cabot Wealth Management first reported a position in IBDT in Q1 2022 and has held it in 19 quarters since. The position peaked at $4.3M in Q2 2026. 319 funds tracked by Wall St. Rank hold IBDT as of Q3 2026.

Cabot Wealth Management held 146,734 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $3.66M as of Q3 2026.
Cabot Wealth Management sold 23,740 iShares iBonds Dec 2028 Term Corporate ETF shares in Q3 2026, an estimated $596K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.37% of Cabot Wealth Management's portfolio in Q3 2026, its #66 holding.
Cabot Wealth Management first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2022 and has held it in 19 quarters since.
Cabot Wealth Management's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $4.3M in Q2 2026.
319 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q3 2026.

Based on Cabot Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.