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

Centricity 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
2025
Q2 		$4.98M Buy
195,830
+8,715
+5% +$220K 3.98% 4
2025
Q1 		$4.73M Buy
187,115
+5,533
+3% +$139K 4.29% 4
2024
Q4 		$4.52M Buy
+181,582
New +$4.56M 4.22% 3

Other funds holding IBDT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 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 $80.9B AUM 26.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Centricity Wealth Management's IBDT Position: Q2 2025 in Review

Centricity Wealth Management increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 4.7% in Q2 2025, buying an estimated $220K and bringing the position to 195,830 shares worth $4.98M. The position accounts for 3.98% of the portfolio, ranked #4.

Centricity Wealth Management first reported a position in IBDT in Q4 2024 and has held it in 3 quarters since. 362 funds tracked by Wall St. Rank hold IBDT as of Q2 2025.

  • Centricity Wealth Management held 195,830 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $4.98M as of Q2 2025.
  • Centricity Wealth Management bought 8,715 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2025, an estimated $220K.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 3.98% of Centricity Wealth Management's portfolio in Q2 2025, its #4 holding.
  • Centricity Wealth Management first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2024 and has held it in 3 quarters since.
  • 362 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.