Financial Advisory Corporation’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Financial Advisory Corporation’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	$314K	Buy	12,443 +353	+3%	+$8.91K	0.04%	39
2026 Q1	$306K	Buy	12,090 +88	+0.7%	+$2.24K	0.04%	39
2025 Q4	$306K	Buy	12,002 +226	+2%	+$5.76K	0.04%	40
2025 Q3	$301K	Buy	11,776 +3,715	+46%	+$94.4K	0.04%	41
2025 Q2	$205K	Hold	8,061	–	–	0.03%	52
2025 Q1	$204K	Buy	+8,061	New	+$202K	0.03%	47

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

Financial Advisory Corporation's IBDT Position: Q2 2026 in Review

Financial Advisory Corporation increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 2.9% in Q2 2026, buying an estimated $8.91K and bringing the position to 12,443 shares worth $314K. The position accounts for 0.04% of the portfolio, ranked #39.

Financial Advisory Corporation first reported a position in IBDT in Q1 2025 and has held it in 6 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Financial Advisory Corporation held 12,443 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $314K as of Q2 2026.
Financial Advisory Corporation bought 353 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $8.91K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.04% of Financial Advisory Corporation's portfolio in Q2 2026, its #39 holding.
Financial Advisory Corporation first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2025 and has held it in 6 quarters since.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Financial Advisory Corporation's 13F filing for Q2 2026, filed 9 Jul 2026.