Cambridge Investment Research Advisors’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Cambridge Investment Research Advisors’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	$6.07M	Sell	240,359 -1,179	-0.5%	-$29.8K	0.01%	913
2026 Q1	$6.12M	Buy	241,538 +19,344	+9%	+$492K	0.02%	855
2025 Q4	$5.66M	Buy	222,194 +25,974	+13%	+$662K	0.01%	859
2025 Q3	$5.01M	Buy	196,220 +15,956	+9%	+$406K	0.01%	916
2025 Q2	$4.58M	Buy	180,264 +38,143	+27%	+$961K	0.01%	901
2025 Q1	$3.59M	Buy	142,121 +37,498	+36%	+$940K	0.01%	977
2024 Q4	$2.6M	Buy	104,623 +22,325	+27%	+$561K	0.01%	1177
2024 Q3	$2.1M	Buy	82,298 +19,276	+31%	+$486K	0.01%	1310
2024 Q2	$1.56M	Buy	63,022 +2,341	+4%	+$57.7K	0.01%	1462
2024 Q1	$1.51M	Buy	60,681 +12,327	+25%	+$307K	0.01%	1451
2023 Q4	$1.21M	Sell	48,354 -16,670	-26%	-$405K	0.01%	1519
2023 Q3	$1.56M	Sell	65,024 -25,151	-28%	-$612K	0.01%	1284
2023 Q2	$2.21M	Buy	90,175 +10,760	+14%	+$266K	0.01%	1111
2023 Q1	$1.98M	Buy	79,415 +35,763	+82%	+$883K	0.01%	1125
2022 Q4	$1.06M	Buy	43,652 +13,236	+44%	+$319K	0.01%	1480
2022 Q3	$724K	Buy	+30,416	New	+$759K	﹤0.01%	1696
2021 Q3	–	Sell	-15,062	Closed	-$435K	–	3141
2021 Q2	$435K	Sell	15,062 -107	-0.7%	-$3.06K	﹤0.01%	2164
2021 Q1	$430K	Buy	15,169 +2,663	+21%	+$77K	﹤0.01%	2006
2020 Q4	$370K	Buy	12,506 +1,756	+16%	+$51.4K	﹤0.01%	1982
2020 Q3	$313K	Sell	10,750 -743	-6%	-$21.7K	﹤0.01%	1904
2020 Q2	$331K	Sell	11,493 -514	-4%	-$14.3K	﹤0.01%	1809
2020 Q1	$315K	Buy	12,007 +3,405	+40%	+$94.1K	﹤0.01%	1652
2019 Q4	$239K	Buy	8,602 +1,293	+18%	+$35.8K	﹤0.01%	2083
2019 Q3	$203K	Buy	+7,309	New	+$201K	﹤0.01%	2110

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

Cambridge Investment Research Advisors's IBDT Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 0.49% in Q2 2026, selling an estimated $29.8K and leaving 240,359 shares worth $6.07M. The position accounts for 0.01% of the portfolio, ranked #913.

Cambridge Investment Research Advisors first reported a position in IBDT in Q3 2019 and has held it in 24 quarters since. The position peaked at $6.12M in Q1 2026. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Cambridge Investment Research Advisors held 240,359 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $6.07M as of Q2 2026.
Cambridge Investment Research Advisors sold 1,179 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $29.8K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #913 holding.
Cambridge Investment Research Advisors first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q3 2019 and has held it in 24 quarters since.
Cambridge Investment Research Advisors's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $6.12M in Q1 2026.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.