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

Coastline 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
Q3 		$56.6K Sell
2,266
-299
-12% -$7.51K 0.01% 252
2026
Q2 		$64.8K Hold
2,565
– – 0.01% 267
2026
Q1 		$65K Hold
2,565
– – 0.01% 266
2025
Q4 		$65.3K Hold
2,565
– – 0.01% 263
2025
Q3 		$65.5K Buy
2,565
+168
+7% +$4.27K 0.01% 260
2025
Q2 		$60.9K Buy
2,397
+1,186
+98% +$29.9K 0.01% 261
2025
Q1 		$30.6K Hold
1,211
– – ﹤0.01% 298
2024
Q4 		$30.2K Hold
1,211
– – ﹤0.01% 311
2024
Q3 		$30.9K Buy
+1,211
New +$30.5K ﹤0.01% 318

Other funds holding IBDT

RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return
I
InvesTrust Oklahoma City, Oklahoma $247M AUM 20.94% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
VWMG
Virginia Wealth Management Group Virginia Beach, Virginia $203M AUM 11.26% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return
IA
IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Coastline Trust's IBDT Position: Q3 2026 in Review

Coastline Trust reduced its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 12% in Q3 2026, selling an estimated $7.51K and leaving 2,266 shares worth $56.6K. The position accounts for 0.01% of the portfolio, ranked #252.

Coastline Trust first reported a position in IBDT in Q3 2024 and has held it in 9 quarters since. The position peaked at $65.5K in Q3 2025. 51 funds tracked by Wall St. Rank hold IBDT as of Q3 2026.

  • Coastline Trust held 2,266 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $56.6K as of Q3 2026.
  • Coastline Trust sold 299 iShares iBonds Dec 2028 Term Corporate ETF shares in Q3 2026, an estimated $7.51K.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 0.01% of Coastline Trust's portfolio in Q3 2026, its #252 holding.
  • Coastline Trust first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q3 2024 and has held it in 9 quarters since.
  • Coastline Trust's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $65.5K in Q3 2025.
  • 51 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q3 2026.

Based on Coastline Trust's 13F filing for Q3 2026, filed 1 Oct 2026.