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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
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
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 $32.7B 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 $666B 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 $7.54B AUM 31.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Equitable Holdings's IBDT Position: Q1 2026 in Review

Equitable Holdings increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 7.2% in Q1 2026, buying an estimated $119K and bringing the position to 69,085 shares worth $1.76M. The position accounts for 0.01% of the portfolio, ranked #779.

Equitable Holdings first reported a position in IBDT in Q3 2025 and has held it in 3 quarters since. 421 funds tracked by Wall St. Rank hold IBDT as of Q1 2026.

  • Equitable Holdings held 69,085 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $1.76M as of Q1 2026.
  • Equitable Holdings bought 4,663 iShares iBonds Dec 2028 Term Corporate ETF shares in Q1 2026, an estimated $119K.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 0.01% of Equitable Holdings's portfolio in Q1 2026, its #779 holding.
  • Equitable Holdings first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q3 2025 and has held it in 3 quarters since.
  • 421 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.