Conrad Siegel Investment Advisors’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Conrad Siegel Investment Advisors’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	$1.09M	Buy	43,846 +1,775	+4%	+$44.6K	0.18%	34
2026 Q2	$1.06M	Buy	42,071 +706	+2%	+$17.8K	0.17%	32
2026 Q1	$1.05M	Buy	41,365 +19,782	+92%	+$503K	0.19%	30
2025 Q4	$549K	Buy	21,583 +9,361	+77%	+$238K	0.1%	40
2025 Q3	$312K	Buy	12,222 +116	+1%	+$2.95K	0.07%	47
2025 Q2	$308K	Buy	12,106 +2,473	+26%	+$62.3K	0.07%	45
2025 Q1	$243K	Buy	9,633 +1,265	+15%	+$31.7K	0.06%	45
2024 Q4	$208K	Buy	+8,368	New	+$210K	0.06%	44

Other funds holding IBDT

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

MSRI

Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

MFG

Mendota Financial Group Madison, Wisconsin $161M AUM 7.98% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

SEEDPG

S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return

Conrad Siegel Investment Advisors's IBDT Position: Q3 2026 in Review

Conrad Siegel Investment Advisors increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 4.2% in Q3 2026, buying an estimated $44.6K and bringing the position to 43,846 shares worth $1.09M. The position accounts for 0.18% of the portfolio, ranked #34.

Conrad Siegel Investment Advisors first reported a position in IBDT in Q4 2024 and has held it in 8 quarters since. 17 funds tracked by Wall St. Rank hold IBDT as of Q3 2026.

Conrad Siegel Investment Advisors held 43,846 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $1.09M as of Q3 2026.
Conrad Siegel Investment Advisors bought 1,775 iShares iBonds Dec 2028 Term Corporate ETF shares in Q3 2026, an estimated $44.6K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.18% of Conrad Siegel Investment Advisors's portfolio in Q3 2026, its #34 holding.
Conrad Siegel Investment Advisors first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2024 and has held it in 8 quarters since.
17 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q3 2026.

Based on Conrad Siegel Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.