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

Commonwealth Financial 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 		$3.69M Sell
145,970
-287,374
-66% -$7.26M 0.5% 44
2026
Q1 		$11M Buy
433,344
+30,175
+7% +$767K 1.74% 16
2025
Q4 		$10.3M Buy
403,169
+16,537
+4% +$421K 1.69% 13
2025
Q3 		$9.87M Buy
386,632
+11,875
+3% +$302K 1.69% 14
2025
Q2 		$9.53M Buy
374,757
+5,944
+2% +$150K 1.83% 13
2025
Q1 		$9.32M Sell
368,813
-1,076
-0.3% -$27K 1.91% 10
2024
Q4 		$9.21M Buy
369,889
+5,620
+2% +$141K 1.81% 15
2024
Q3 		$9.28M Buy
364,269
+19,378
+6% +$489K 1.83% 15
2024
Q2 		$8.56M Buy
344,891
+32,885
+11% +$811K 1.76% 18
2024
Q1 		$7.83M Sell
312,006
-826
-0.3% -$20.6K 1.84% 18
2023
Q4 		$7.85M Buy
312,832
+110,010
+54% +$2.67M 1.85% 18
2023
Q3 		$4.87M Buy
+202,822
New +$4.93M 1.45% 23

Other funds holding IBDT

HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return
I
InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
TCRG
Twin Cities Retirement Group Plymouth, Minnesota $117M AUM
MW
Members Wealth Media, Pennsylvania $182M AUM 15.09% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return