Clearstead Advisors’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Clearstead 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	$1.34M	Buy	53,227 +1,033	+2%	+$26.1K	0.01%	476
2026 Q1	$1.32M	Buy	52,194 +1,843	+4%	+$46.9K	0.01%	447
2025 Q4	$1.28M	Sell	50,351 -118	-0.2%	-$3.01K	0.02%	413
2025 Q3	$1.29M	Buy	50,469 +2,051	+4%	+$52.1K	0.02%	396
2025 Q2	$1.23M	Buy	48,418 +2,321	+5%	+$58.5K	0.02%	399
2025 Q1	$1.16M	Buy	46,097 +604	+1%	+$15.1K	0.02%	379
2024 Q4	$1.13M	Buy	45,493 +35,208	+342%	+$884K	0.02%	389
2024 Q3	$263K	Hold	10,285	–	–	﹤0.01%	765
2024 Q2	$255K	Buy	+10,285	New	+$254K	﹤0.01%	736

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

Clearstead Advisors's IBDT Position: Q2 2026 in Review

Clearstead Advisors increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 2% in Q2 2026, buying an estimated $26.1K and bringing the position to 53,227 shares worth $1.34M. The position accounts for 0.01% of the portfolio, ranked #476.

Clearstead Advisors first reported a position in IBDT in Q2 2024 and has held it in 9 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Clearstead Advisors held 53,227 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $1.34M as of Q2 2026.
Clearstead Advisors bought 1,033 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $26.1K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #476 holding.
Clearstead Advisors first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q2 2024 and has held it in 9 quarters since.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.