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Evanson Asset Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Evanson Asset 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
Q1 		– Sell
-10,729
Closed -$273K – 328
2025
Q4 		$273K Buy
10,729
+704
+7% +$17.9K 0.01% 283
2025
Q3 		$256K Buy
+10,025
New +$255K 0.01% 284

Other funds holding IBDT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lido Advisors
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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Evanson Asset Management's IBDT Position: Q1 2026 in Review

Evanson Asset Management sold out of iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q1 2026, closing a stake of 10,729 shares — an estimated $273K sold.

Evanson Asset Management first reported a position in IBDT in Q3 2025 and held it in 2 quarters. The position peaked at $273K in Q4 2025. 422 funds tracked by Wall St. Rank hold IBDT as of Q1 2026.

  • Evanson Asset Management reported no remaining iShares iBonds Dec 2028 Term Corporate ETF position as of Q1 2026 after selling out during the quarter.
  • Evanson Asset Management sold 10,729 iShares iBonds Dec 2028 Term Corporate ETF shares in Q1 2026, an estimated $273K.
  • Evanson Asset Management first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q3 2025 and held it in 2 quarters.
  • Evanson Asset Management's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $273K in Q4 2025.
  • 422 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.