Diversify Advisory Services’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Diversify Advisory Services’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	$1.06M	Buy	+42,401	New	+$1.07M	0.02%	641

Other funds holding IBDT

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

TABR Capital Management Orange, California $136M AUM 24.56% 1-Year Est. Return

Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return

Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

InvesTrust Oklahoma City, Oklahoma $247M AUM 20.94% 1-Year Est. Return

AIA

Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return

Diversify Advisory Services's IBDT Position: Q3 2026 in Review

Diversify Advisory Services opened a new position in iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q3 2026: 42,401 shares worth $1.06M. The stake represents 0.02% of the portfolio and ranks #641 among its holdings.

123 funds tracked by Wall St. Rank hold IBDT as of Q3 2026.

Diversify Advisory Services held 42,401 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $1.06M as of Q3 2026.
iShares iBonds Dec 2028 Term Corporate ETF was a new Diversify Advisory Services position in Q3 2026.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.02% of Diversify Advisory Services's portfolio in Q3 2026, its #641 holding.
123 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.