DecisionMap Wealth Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

DecisionMap Wealth Management’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	$834K	Buy	33,044 +4,566	+16%	+$115K	0.47%	52
2026 Q1	$721K	Buy	28,478 +454	+2%	+$11.5K	0.47%	56
2025 Q4	$713K	Buy	28,024 +3,705	+15%	+$94.4K	0.44%	57
2025 Q3	$621K	Buy	24,319 +1,764	+8%	+$44.8K	0.4%	65
2025 Q2	$573K	Buy	22,555 +5,831	+35%	+$147K	0.39%	70
2025 Q1	$422K	Buy	16,724 +4,785	+40%	+$120K	0.32%	78
2024 Q4	$297K	Buy	+11,939	New	+$300K	0.24%	87

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

DecisionMap Wealth Management's IBDT Position: Q2 2026 in Review

DecisionMap Wealth Management increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 16% in Q2 2026, buying an estimated $115K and bringing the position to 33,044 shares worth $834K. The position accounts for 0.47% of the portfolio, ranked #52.

DecisionMap Wealth Management first reported a position in IBDT in Q4 2024 and has held it in 7 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

DecisionMap Wealth Management held 33,044 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $834K as of Q2 2026.
DecisionMap Wealth Management bought 4,566 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $115K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.47% of DecisionMap Wealth Management's portfolio in Q2 2026, its #52 holding.
DecisionMap Wealth Management first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on DecisionMap Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.