Droms Strauss Advisors’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Droms Strauss Advisors’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	$5.74M	Buy	227,284 +13,507	+6%	+$341K	1.3%	18
2026 Q1	$5.41M	Buy	213,777 +1,763	+0.8%	+$44.8K	1.42%	17
2025 Q4	$5.4M	Buy	212,014 +15,635	+8%	+$398K	1.42%	17
2025 Q3	$5.01M	Buy	196,379 +27,396	+16%	+$696K	1.45%	17
2025 Q2	$4.3M	Buy	168,983 +6,801	+4%	+$171K	1.32%	17
2025 Q1	$4.1M	Buy	162,182 +17,252	+12%	+$432K	1.41%	17
2024 Q4	$3.61M	Buy	144,930 +16,093	+12%	+$404K	1.18%	21
2024 Q3	$3.29M	Buy	128,837 +5,952	+5%	+$150K	1.16%	20
2024 Q2	$3.04M	Buy	122,885 +12,717	+12%	+$314K	1.1%	20
2024 Q1	$2.74M	Buy	110,168 +49,562	+82%	+$1.23M	1%	19
2023 Q4	$1.52M	Buy	+60,606	New	+$1.47M	0.59%	28

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

Droms Strauss Advisors's IBDT Position: Q2 2026 in Review

Droms Strauss Advisors increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 6.3% in Q2 2026, buying an estimated $341K and bringing the position to 227,284 shares worth $5.74M. The position accounts for 1.3% of the portfolio, ranked #18.

Droms Strauss Advisors first reported a position in IBDT in Q4 2023 and has held it in 11 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Droms Strauss Advisors held 227,284 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $5.74M as of Q2 2026.
Droms Strauss Advisors bought 13,507 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $341K.
iShares iBonds Dec 2028 Term Corporate ETF made up 1.3% of Droms Strauss Advisors's portfolio in Q2 2026, its #18 holding.
Droms Strauss Advisors first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Droms Strauss Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.