Cooper/Haims Advisors’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Cooper/Haims 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	$205K	Hold	8,230	–	–	0.09%	113
2026 Q2	$208K	Hold	8,230	–	–	0.09%	107
2026 Q1	$208K	Hold	8,230	–	–	0.1%	94
2025 Q4	$209K	Hold	8,230	–	–	0.1%	89
2025 Q3	$210K	Hold	8,230	–	–	0.1%	78
2025 Q2	$209K	Hold	8,230	–	–	0.1%	78
2025 Q1	$208K	Hold	8,230	–	–	0.11%	73
2024 Q4	$205K	Hold	8,230	–	–	0.12%	75
2024 Q3	$210K	Hold	8,230	–	–	0.12%	79
2024 Q2	$204K	Hold	8,230	–	–	0.11%	79
2024 Q1	$205K	Hold	8,230	–	–	0.12%	76
2023 Q4	$206K	Buy	+8,230	New	+$200K	0.12%	74

Other funds holding IBDT

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sound View Wealth Advisors Group Savannah, Georgia $1.62B AUM 19.49% 1-Year Est. Return

Summitry LLC Foster City, California $3.2B AUM 16.18% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return

Cooper/Haims Advisors's IBDT Position: Q3 2026 in Review

Cooper/Haims Advisors held its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) position steady in Q3 2026 at 8,230 shares worth $205K. The position accounts for 0.09% of the portfolio, ranked #113.

Cooper/Haims Advisors first reported a position in IBDT in Q4 2023 and has held it in 12 quarters since. The position peaked at $210K in Q3 2024. 420 funds tracked by Wall St. Rank hold IBDT as of Q3 2026.

Cooper/Haims Advisors held 8,230 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $205K as of Q3 2026.
Cooper/Haims Advisors left its iShares iBonds Dec 2028 Term Corporate ETF share count unchanged in Q3 2026.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.09% of Cooper/Haims Advisors's portfolio in Q3 2026, its #113 holding.
Cooper/Haims Advisors first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2023 and has held it in 12 quarters since.
Cooper/Haims Advisors's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $210K in Q3 2024.
420 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q3 2026.

Based on Cooper/Haims Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.