First Fiduciary Investment Counsel’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

First Fiduciary Investment Counsel’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	$1.9M	Buy	75,233 +2,440	+3%	+$61.6K	0.36%	39
2026 Q1	$1.84M	Sell	72,793 -2,117	-3%	-$53.8K	0.37%	37
2025 Q4	$1.91M	Buy	74,910 +13,805	+23%	+$352K	0.37%	37
2025 Q3	$1.56M	Buy	61,105 +520	+0.9%	+$13.2K	0.3%	40
2025 Q2	$1.54M	Sell	60,585 -100	-0.2%	-$2.52K	0.31%	40
2025 Q1	$1.53M	Sell	60,685 -125	-0.2%	-$3.13K	0.33%	41
2024 Q4	$1.51M	Buy	60,810 +22,875	+60%	+$575K	0.31%	41
2024 Q3	$968K	Sell	37,935 -515	-1%	-$13K	0.19%	46
2024 Q2	$952K	Hold	38,450	–	–	0.21%	46
2024 Q1	$958K	Buy	38,450 +17,535	+84%	+$436K	0.2%	46
2023 Q4	$525K	Buy	+20,915	New	+$508K	0.12%	48

Other funds holding IBDT

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

WIC

Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

First Fiduciary Investment Counsel's IBDT Position: Q2 2026 in Review

First Fiduciary Investment Counsel increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 3.4% in Q2 2026, buying an estimated $61.6K and bringing the position to 75,233 shares worth $1.9M. The position accounts for 0.36% of the portfolio, ranked #39.

First Fiduciary Investment Counsel first reported a position in IBDT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.91M in Q4 2025. 299 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

First Fiduciary Investment Counsel held 75,233 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $1.9M as of Q2 2026.
First Fiduciary Investment Counsel bought 2,440 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $61.6K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.36% of First Fiduciary Investment Counsel's portfolio in Q2 2026, its #39 holding.
First Fiduciary Investment Counsel first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
First Fiduciary Investment Counsel's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $1.91M in Q4 2025.
299 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on First Fiduciary Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.