Cornerstone Wealth Advisors
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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
Q3 		$555K Hold
22,250
– – 0.12% 32
2026
Q2 		$562K Buy
+22,250
New +$562K 0.12% 31

Other funds holding IBDT

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
TABR Capital Management
TABR Capital Management Orange, California $136M AUM 24.56% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
Windsor Capital Management
Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return
Novem Group
Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return
Ironwood Financial
Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

Cornerstone Wealth Advisors's IBDT Position: Q3 2026 in Review

Cornerstone Wealth Advisors held its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) position steady in Q3 2026 at 22,250 shares worth $555K. The position accounts for 0.12% of the portfolio, ranked #32.

Cornerstone Wealth Advisors first reported a position in IBDT in Q2 2026 and has held it in 2 quarters since. The position peaked at $562K in Q2 2026. 150 funds tracked by Wall St. Rank hold IBDT as of Q3 2026.

  • Cornerstone Wealth Advisors held 22,250 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $555K as of Q3 2026.
  • Cornerstone Wealth 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 0.12% of Cornerstone Wealth Advisors's portfolio in Q3 2026, its #32 holding.
  • Cornerstone Wealth Advisors first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q2 2026 and has held it in 2 quarters since.
  • Cornerstone Wealth Advisors's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $562K in Q2 2026.
  • 150 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q3 2026.

Based on Cornerstone Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.