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

Ferguson Johnson 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
2026 Q2	$308K	Hold	12,210	–	–	0.22%	32
2026 Q1	$309K	Hold	12,210	–	–	0.25%	32
2025 Q4	$310K	Buy	+12,210	New	+$311K	0.26%	29

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

Ferguson Johnson Wealth Management's IBDT Position: Q2 2026 in Review

Ferguson Johnson Wealth Management held its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) position steady in Q2 2026 at 12,210 shares worth $308K. The position accounts for 0.22% of the portfolio, ranked #32.

Ferguson Johnson Wealth Management first reported a position in IBDT in Q4 2025 and has held it in 3 quarters since. The position peaked at $310K in Q4 2025. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Ferguson Johnson Wealth Management held 12,210 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $308K as of Q2 2026.
Ferguson Johnson Wealth Management left its iShares iBonds Dec 2028 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.22% of Ferguson Johnson Wealth Management's portfolio in Q2 2026, its #32 holding.
Ferguson Johnson Wealth Management first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
Ferguson Johnson Wealth Management's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $310K in Q4 2025.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Ferguson Johnson Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.