CX Institutional’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

CX Institutional’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	–	Sell	-790	Closed	-$20K	–	1607
2026 Q1	$20K	Buy	790 +6	+0.8%	+$153	﹤0.01%	1131
2025 Q4	$20K	Buy	784 +12	+2%	+$306	﹤0.01%	1104
2025 Q3	$20K	Buy	+772	New	+$19.6K	﹤0.01%	1101

Other funds holding IBDT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

CX Institutional's IBDT Position: Q2 2026 in Review

CX Institutional sold out of iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q2 2026, closing a stake of 790 shares — an estimated $20K sold.

CX Institutional first reported a position in IBDT in Q3 2025 and held it in 3 quarters. The position peaked at $20K in Q1 2026. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

CX Institutional reported no remaining iShares iBonds Dec 2028 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
CX Institutional sold 790 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $20K.
CX Institutional first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q3 2025 and held it in 3 quarters.
CX Institutional's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $20K in Q1 2026.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.