Cornerstone Wealth Advisors’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Cornerstone Wealth 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 Q2	$562K	Buy	+22,250	New	+$562K	0.12%	31

Other funds holding IBDT

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return

Cornerstone Wealth Advisors's IBDT Position: Q2 2026 in Review

Cornerstone Wealth Advisors opened a new position in iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q2 2026: 22,250 shares worth $562K. The stake represents 0.12% of the portfolio and ranks #31 among its holdings.

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

Cornerstone Wealth Advisors held 22,250 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $562K as of Q2 2026.
iShares iBonds Dec 2028 Term Corporate ETF was a new Cornerstone Wealth Advisors position in Q2 2026.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.12% of Cornerstone Wealth Advisors's portfolio in Q2 2026, its #31 holding.
97 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Cornerstone Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.