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

Community Financial Services Group’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 		$229K Buy
+9,112
New +$230K 0.03% 118

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

Community Financial Services Group's IBDT Position: Q2 2026 in Review

Community Financial Services Group opened a new position in iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q2 2026: 9,112 shares worth $229K. The stake represents 0.03% of the portfolio and ranks #118 among its holdings.

435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

  • Community Financial Services Group held 9,112 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $229K as of Q2 2026.
  • iShares iBonds Dec 2028 Term Corporate ETF was a new Community Financial Services Group position in Q2 2026.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 0.03% of Community Financial Services Group's portfolio in Q2 2026, its #118 holding.
  • 435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.