Fidelity Investments’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Fidelity Investments’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	$152K	Sell	6,000 -1,608	-21%	-$40.6K	﹤0.01%	3792
2026 Q1	$193K	Sell	7,608 -3,113	-29%	-$79.2K	﹤0.01%	3507
2025 Q4	$273K	Buy	+10,721	New	+$273K	﹤0.01%	3303
2024 Q3	–	Sell	-1	Closed	-$25	–	5598
2024 Q2	$25	Hold	1	–	–	﹤0.01%	5153
2024 Q1	$25	Buy	+1	New	+$25	﹤0.01%	5148
2022 Q1	–	Sell	-1	Closed	–	–	5214
2021 Q4	$0	Buy	+1	New	+$28	﹤0.01%	4633

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

Fidelity Investments's IBDT Position: Q2 2026 in Review

Fidelity Investments reduced its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 21% in Q2 2026, selling an estimated $40.6K and leaving 6,000 shares worth $152K. The position accounts for ﹤0.01% of the portfolio, ranked #3792.

Fidelity Investments first reported a position in IBDT in Q4 2021 and has held it in 6 quarters since. The position peaked at $273K in Q4 2025. 436 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Fidelity Investments held 6,000 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $152K as of Q2 2026.
Fidelity Investments sold 1,608 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $40.6K.
iShares iBonds Dec 2028 Term Corporate ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #3792 holding.
Fidelity Investments first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2021 and has held it in 6 quarters since.
Fidelity Investments's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $273K in Q4 2025.
436 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.