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

First Horizon 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
2025 Q2	$204K	Hold	8,040	–	–	0.01%	513
2025 Q1	$203K	Hold	8,040	–	–	0.01%	510
2024 Q4	$200K	Buy	8,040 +5,152	+178%	+$129K	0.01%	525
2024 Q3	$73.7K	Hold	2,888	–	–	﹤0.01%	828
2024 Q2	$71.5K	Buy	2,888 +46	+2%	+$1.13K	﹤0.01%	779
2024 Q1	$70.8K	Hold	2,842	–	–	﹤0.01%	798
2023 Q4	$71.3K	Buy	+2,842	New	+$69K	﹤0.01%	778
2023 Q1	–	Sell	-509	Closed	-$12.4K	–	2495
2022 Q4	$12.4K	Hold	509	–	–	﹤0.01%	1460
2022 Q3	$12K	Hold	509	–	–	﹤0.01%	1438
2022 Q2	$13K	Hold	509	–	–	﹤0.01%	1470
2022 Q1	$13K	Buy	+509	New	+$13.8K	﹤0.01%	1018
2021 Q4	–	Sell	-19	Closed	–	–	2336
2021 Q3	$0	Hold	19	–	–	﹤0.01%	2346
2021 Q2	$0	Hold	19	–	–	﹤0.01%	2031
2021 Q1	$0	Buy	+19	New	+$549	﹤0.01%	1936

Other funds holding IBDT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

First Horizon Advisors's IBDT Position: Q2 2025 in Review

First Horizon Advisors held its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) position steady in Q2 2025 at 8,040 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #513.

First Horizon Advisors first reported a position in IBDT in Q1 2021 and has held it in 14 quarters since. 361 funds tracked by Wall St. Rank hold IBDT as of Q2 2025.

First Horizon Advisors held 8,040 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $204K as of Q2 2025.
First Horizon Advisors left its iShares iBonds Dec 2028 Term Corporate ETF share count unchanged in Q2 2025.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.01% of First Horizon Advisors's portfolio in Q2 2025, its #513 holding.
First Horizon Advisors first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2021 and has held it in 14 quarters since.
361 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.