Commonwealth Equity Services’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Commonwealth Equity Services’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	$27.1M	Buy	1,073,212 +47,860	+5%	+$1.21M	0.03%	493
2026 Q1	$26M	Sell	1,025,352 -333	-0%	-$8.47K	0.04%	474
2025 Q4	$26.1M	Buy	1,025,685 +198,563	+24%	+$5.06M	0.03%	469
2025 Q3	$21.1M	Buy	827,122 +118,187	+17%	+$3M	0.03%	552
2025 Q2	$18M	Buy	708,935 +12,551	+2%	+$316K	0.02%	618
2025 Q1	$17.6M	Buy	696,384 +22,731	+3%	+$570K	0.02%	610
2024 Q4	$16.8M	Buy	673,653 +59,015	+10%	+$1.48M	0.02%	601
2024 Q3	$15.7M	Sell	614,638 -18,632	-3%	-$470K	0.02%	620
2024 Q2	$15.7M	Buy	633,270 +107,664	+20%	+$2.65M	0.02%	603
2024 Q1	$13.1M	Buy	525,606 +104,047	+25%	+$2.59M	0.02%	666
2023 Q4	$10.6M	Buy	421,559 +98,678	+31%	+$2.4M	0.02%	712
2023 Q3	$7.76M	Buy	322,881 +64,241	+25%	+$1.56M	0.02%	793
2023 Q2	$6.34M	Buy	258,640 +81,182	+46%	+$2.01M	0.01%	911
2023 Q1	$4.42M	Buy	177,458 +50,047	+39%	+$1.24M	0.01%	1068
2022 Q4	$3.09M	Buy	127,411 +371	+0.3%	+$8.94K	0.01%	1220
2022 Q3	$3.02M	Buy	127,040 +100,248	+374%	+$2.5M	0.01%	1167
2022 Q2	$668K	Sell	26,792 -5,137	-16%	-$130K	﹤0.01%	2205
2022 Q1	$841K	Sell	31,929 -345,257	-92%	-$9.39M	﹤0.01%	2122
2021 Q4	$10.7M	Buy	377,186 +8,884	+2%	+$253K	0.02%	582
2021 Q3	$10.6M	Buy	368,302 +16,033	+5%	+$465K	0.03%	558
2021 Q2	$10.2M	Buy	352,269 +79,156	+29%	+$2.27M	0.03%	552
2021 Q1	$7.73M	Buy	273,113 +255,039	+1,411%	+$7.37M	0.02%	594
2020 Q4	$534K	Buy	18,074 +3,808	+27%	+$111K	﹤0.01%	2114
2020 Q3	$415K	Buy	14,266 +5,433	+62%	+$159K	﹤0.01%	2098
2020 Q2	$254K	Buy	8,833 +553	+7%	+$15.4K	﹤0.01%	2416
2020 Q1	$217K	Buy	+8,280	New	+$229K	﹤0.01%	2316

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

Commonwealth Equity Services's IBDT Position: Q2 2026 in Review

Commonwealth Equity Services increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 4.7% in Q2 2026, buying an estimated $1.21M and bringing the position to 1,073,212 shares worth $27.1M. The position accounts for 0.03% of the portfolio, ranked #493.

Commonwealth Equity Services first reported a position in IBDT in Q1 2020 and has held it in 26 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Commonwealth Equity Services held 1,073,212 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $27.1M as of Q2 2026.
Commonwealth Equity Services bought 47,860 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $1.21M.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.03% of Commonwealth Equity Services's portfolio in Q2 2026, its #493 holding.
Commonwealth Equity Services first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2020 and has held it in 26 quarters since.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.