Dearborn Partners’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Dearborn Partners’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	$684K	Buy	27,078 +2,499	+10%	+$63.1K	0.04%	161
2026 Q1	$623K	Buy	24,579 +704	+3%	+$17.9K	0.03%	165
2025 Q4	$608K	Sell	23,875 -257	-1%	-$6.55K	0.03%	164
2025 Q3	$616K	Buy	24,132 +1,682	+7%	+$42.8K	0.03%	163
2025 Q2	$571K	Buy	22,450 +1,406	+7%	+$35.4K	0.03%	166
2025 Q1	$532K	Sell	21,044 -465	-2%	-$11.7K	0.03%	163
2024 Q4	$536K	Buy	21,509 +11	+0.1%	+$276	0.02%	161
2024 Q3	$549K	Buy	21,498 +189	+0.9%	+$4.77K	0.02%	159
2024 Q2	$528K	Buy	21,309 +857	+4%	+$21.1K	0.02%	161
2024 Q1	$509K	Buy	20,452 +1,025	+5%	+$25.5K	0.02%	162
2023 Q4	$487K	Buy	+19,427	New	+$472K	0.02%	164
2020 Q1	–	Sell	-13,773	Closed	-$382K	–	229
2019 Q4	$382K	Buy	13,773 +3,739	+37%	+$104K	0.02%	167
2019 Q3	$278K	Buy	+10,034	New	+$276K	0.02%	186

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

Dearborn Partners's IBDT Position: Q2 2026 in Review

Dearborn Partners increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 10% in Q2 2026, buying an estimated $63.1K and bringing the position to 27,078 shares worth $684K. The position accounts for 0.04% of the portfolio, ranked #161.

Dearborn Partners first reported a position in IBDT in Q3 2019 and has held it in 13 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Dearborn Partners held 27,078 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $684K as of Q2 2026.
Dearborn Partners bought 2,499 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $63.1K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.04% of Dearborn Partners's portfolio in Q2 2026, its #161 holding.
Dearborn Partners first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q3 2019 and has held it in 13 quarters since.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Dearborn Partners's 13F filing for Q2 2026, filed 13 Aug 2026.