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

Clearstead Trust’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 		$429K Hold
16,986
– – 0.06% 121
2026
Q1 		$430K Hold
16,986
– – 0.07% 119
2025
Q4 		$432K Buy
+16,986
New +$433K 0.07% 120

Other funds holding IBDT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lido Advisors
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
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Clearstead Trust's IBDT Position: Q2 2026 in Review

Clearstead Trust held its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) position steady in Q2 2026 at 16,986 shares worth $429K. The position accounts for 0.06% of the portfolio, ranked #121.

Clearstead Trust first reported a position in IBDT in Q4 2025 and has held it in 3 quarters since. The position peaked at $432K in Q4 2025. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

  • Clearstead Trust held 16,986 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $429K as of Q2 2026.
  • Clearstead Trust left its iShares iBonds Dec 2028 Term Corporate ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 0.06% of Clearstead Trust's portfolio in Q2 2026, its #121 holding.
  • Clearstead Trust first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • Clearstead Trust's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $432K in Q4 2025.
  • 435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

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