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Executive Wealth Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Executive Wealth 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 		$3.79M Buy
152,044
+39,555
+35% +$993K 0.3% 84
2024
Q3 		$2.87M Buy
112,489
+80,190
+248% +$2.02M 0.23% 93
2024
Q2 		$800K Buy
32,299
+14,007
+77% +$345K 0.15% 62
2024
Q1 		$452K Buy
18,292
+6,961
+61% +$173K 0.04% 159
2023
Q4 		$284K Buy
+11,331
New +$275K 0.03% 179

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

Executive Wealth Management's IBDT Position: Q4 2024 in Review

Executive Wealth Management increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 35% in Q4 2024, buying an estimated $993K and bringing the position to 152,044 shares worth $3.79M. The position accounts for 0.3% of the portfolio, ranked #84.

Executive Wealth Management first reported a position in IBDT in Q4 2023 and has held it in 5 quarters since. 327 funds tracked by Wall St. Rank hold IBDT as of Q4 2024.

  • Executive Wealth Management held 152,044 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $3.79M as of Q4 2024.
  • Executive Wealth Management bought 39,555 iShares iBonds Dec 2028 Term Corporate ETF shares in Q4 2024, an estimated $993K.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 0.3% of Executive Wealth Management's portfolio in Q4 2024, its #84 holding.
  • Executive Wealth Management first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2023 and has held it in 5 quarters since.
  • 327 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.