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Carolinas Wealth Consulting’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Carolinas Wealth Consulting’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
2025
Q1 		– Sell
-121
Closed -$3.01K – 1057
2024
Q4 		$3.01K Buy
121
+87
+256% +$2.19K ﹤0.01% 738
2024
Q3 		$869 Hold
34
– – ﹤0.01% 945
2024
Q2 		$843 Hold
34
– – ﹤0.01% 935
2024
Q1 		$847 Buy
+34
New +$846 ﹤0.01% 923

Other funds holding IBDT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Carolinas Wealth Consulting's IBDT Position: Q1 2025 in Review

Carolinas Wealth Consulting sold out of iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q1 2025, closing a stake of 121 shares — an estimated $3.01K sold.

Carolinas Wealth Consulting first reported a position in IBDT in Q1 2024 and held it in 4 quarters. The position peaked at $3.01K in Q4 2024. 342 funds tracked by Wall St. Rank hold IBDT as of Q1 2025.

  • Carolinas Wealth Consulting reported no remaining iShares iBonds Dec 2028 Term Corporate ETF position as of Q1 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 121 iShares iBonds Dec 2028 Term Corporate ETF shares in Q1 2025, an estimated $3.01K.
  • Carolinas Wealth Consulting first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2024 and held it in 4 quarters.
  • Carolinas Wealth Consulting's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $3.01K in Q4 2024.
  • 342 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q1 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2025, filed 14 Aug 2025.