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Duncker Streett & Co’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Duncker Streett & Co’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
Q1 		$803K Buy
31,704
+9,244
+41% +$235K 0.15% 125
2025
Q4 		$572K Hold
22,460
– – 0.1% 143
2025
Q3 		$573K Sell
22,460
-1,394
-6% -$35.4K 0.1% 143
2025
Q2 		$606K Hold
23,854
– – 0.11% 137
2025
Q1 		$603K Hold
23,854
– – 0.12% 136
2024
Q4 		$594K Buy
23,854
+7,871
+49% +$198K 0.11% 144
2024
Q3 		$408K Hold
15,983
– – 0.07% 174
2024
Q2 		$396K Buy
15,983
+1,369
+9% +$33.8K 0.08% 171
2024
Q1 		$364K Hold
14,614
– – 0.07% 176
2023
Q4 		$367K Hold
14,614
– – 0.08% 173
2023
Q3 		$351K Buy
+14,614
New +$356K 0.08% 171

Other funds holding IBDT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return