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

Drive 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	$1.24M	Sell	49,213 -99	-0.2%	-$2.5K	0.22%	78
2026 Q1	$1.25M	Sell	49,312 -7,801	-14%	-$198K	0.26%	77
2025 Q4	$1.45M	Sell	57,113 -5,173	-8%	-$132K	0.28%	69
2025 Q3	$1.59M	Sell	62,286 -326	-0.5%	-$8.29K	0.34%	65
2025 Q2	$1.59M	Sell	62,612 -1,400	-2%	-$35.3K	0.35%	68
2025 Q1	$1.62M	Buy	+64,012	New	+$1.6M	0.38%	62

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

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

Drive Wealth Management reduced its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 0.2% in Q2 2026, selling an estimated $2.5K and leaving 49,213 shares worth $1.24M. The position accounts for 0.22% of the portfolio, ranked #78.

Drive Wealth Management first reported a position in IBDT in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.62M in Q1 2025. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Drive Wealth Management held 49,213 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $1.24M as of Q2 2026.
Drive Wealth Management sold 99 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $2.5K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.22% of Drive Wealth Management's portfolio in Q2 2026, its #78 holding.
Drive Wealth Management first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2025 and has held it in 6 quarters since.
Drive Wealth Management's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $1.62M in Q1 2025.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.