ECM
IBDT icon

Exchange Capital Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Exchange Capital 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
2024
Q4 		– Sell
-9,883
Closed -$252K – 213
2024
Q3 		$252K Sell
9,883
-15
-0.2% -$378 0.04% 184
2024
Q2 		$245K Hold
9,898
– – 0.04% 185
2024
Q1 		$247K Hold
9,898
– – 0.04% 178
2023
Q4 		$248K Sell
9,898
-595
-6% -$14.4K 0.04% 171
2023
Q3 		$252K Hold
10,493
– – 0.05% 167
2023
Q2 		$257K Sell
10,493
-465
-4% -$11.5K 0.05% 165
2023
Q1 		$273K Sell
10,958
-22
-0.2% -$543 0.06% 156
2022
Q4 		$267K Sell
10,980
-5
-0% -$120 0.06% 148
2022
Q3 		$261K Sell
10,985
-200
-2% -$4.99K 0.06% 149
2022
Q2 		$279K Sell
11,185
-175
-2% -$4.43K 0.06% 149
2022
Q1 		$299K Sell
11,360
-511
-4% -$13.9K 0.06% 150
2021
Q4 		$336K Sell
11,871
-25
-0.2% -$711 0.06% 150
2021
Q3 		$341K Sell
11,896
-1,700
-13% -$49.3K 0.07% 147
2021
Q2 		$393K Sell
13,596
-13
-0.1% -$372 0.08% 143
2021
Q1 		$385K Buy
13,609
+288
+2% +$8.32K 0.08% 141
2020
Q4 		$394K Buy
13,321
+645
+5% +$18.9K 0.09% 137
2020
Q3 		$369K Buy
12,676
+460
+4% +$13.5K 0.09% 140
2020
Q2 		$352K Hold
12,216
– – 0.1% 139
2020
Q1 		$321K Sell
12,216
-195
-2% -$5.39K 0.1% 131
2019
Q4 		$344K Buy
12,411
+168
+1% +$4.66K 0.09% 134
2019
Q3 		$340K Buy
12,243
+2,672
+28% +$73.4K 0.09% 130
2019
Q2 		$260K Buy
+9,571
New +$252K 0.07% 131

Other funds holding IBDT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Exchange Capital Management's IBDT Position: Q4 2024 in Review

Exchange Capital Management sold out of iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q4 2024, closing a stake of 9,883 shares — an estimated $252K sold.

Exchange Capital Management first reported a position in IBDT in Q2 2019 and held it in 22 quarters. The position peaked at $394K in Q4 2020. 327 funds tracked by Wall St. Rank hold IBDT as of Q4 2024.

  • Exchange Capital Management reported no remaining iShares iBonds Dec 2028 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Exchange Capital Management sold 9,883 iShares iBonds Dec 2028 Term Corporate ETF shares in Q4 2024, an estimated $252K.
  • Exchange Capital Management first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q2 2019 and held it in 22 quarters.
  • Exchange Capital Management's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $394K in Q4 2020.
  • 327 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q4 2024.

Based on Exchange Capital Management's 13F filing for Q4 2024, filed 4 Feb 2025.