Equitable Holdings’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Equitable Holdings’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	$1.79M	Buy	70,773 +1,688	+2%	+$42.6K	0.01%	781
2026 Q1	$1.76M	Buy	69,085 +4,663	+7%	+$119K	0.01%	779
2025 Q4	$1.64M	Buy	64,422 +35,038	+119%	+$893K	0.01%	707
2025 Q3	$750K	Buy	+29,384	New	+$747K	0.01%	939

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

Equitable Holdings's IBDT Position: Q2 2026 in Review

Equitable Holdings increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 2.4% in Q2 2026, buying an estimated $42.6K and bringing the position to 70,773 shares worth $1.79M. The position accounts for 0.01% of the portfolio, ranked #781.

Equitable Holdings first reported a position in IBDT in Q3 2025 and has held it in 4 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Equitable Holdings held 70,773 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $1.79M as of Q2 2026.
Equitable Holdings bought 1,688 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $42.6K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.01% of Equitable Holdings's portfolio in Q2 2026, its #781 holding.
Equitable Holdings first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q3 2025 and has held it in 4 quarters since.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.