FF Advisors’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

FF Advisors’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	$404K	Sell	16,011 -66,576	-81%	-$1.68M	0.15%	86
2026 Q1	$2.09M	Sell	82,587 -53,573	-39%	-$1.36M	0.85%	29
2025 Q4	$3.47M	Buy	136,160 +23,851	+21%	+$608K	1.54%	15
2025 Q3	$2.87M	Buy	112,309 +8,770	+8%	+$223K	1.37%	17
2025 Q2	$2.63M	Buy	103,539 +4,031	+4%	+$102K	1.37%	19
2025 Q1	$2.51M	Buy	99,508 +4,645	+5%	+$116K	1.44%	19
2024 Q4	$2.38M	Sell	94,863 -5,926	-6%	-$149K	1.61%	19
2024 Q3	$2.55M	Buy	100,789 +4,353	+5%	+$110K	1.64%	19
2024 Q2	$2.39M	Buy	96,436 +1,468	+2%	+$36.2K	1.68%	19
2024 Q1	$2.37M	Buy	94,968 +26,683	+39%	+$664K	1.64%	21
2023 Q4	$1.71M	Buy	+68,285	New	+$1.66M	1.43%	22

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

FF Advisors's IBDT Position: Q2 2026 in Review

FF Advisors reduced its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 81% in Q2 2026, selling an estimated $1.68M and leaving 16,011 shares worth $404K. The position accounts for 0.15% of the portfolio, ranked #86.

FF Advisors first reported a position in IBDT in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.47M in Q4 2025. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

FF Advisors held 16,011 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $404K as of Q2 2026.
FF Advisors sold 66,576 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $1.68M.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.15% of FF Advisors's portfolio in Q2 2026, its #86 holding.
FF Advisors first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
FF Advisors's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $3.47M in Q4 2025.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on FF Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.