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

First Manhattan’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	$2.84M	Buy	112,377 +30,915	+38%	+$781K	0.01%	308
2026 Q1	$2.06M	Buy	81,462 +67,008	+464%	+$1.7M	0.01%	344
2025 Q4	$368K	Buy	+14,454	New	+$368K	﹤0.01%	614

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

First Manhattan's IBDT Position: Q2 2026 in Review

First Manhattan increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 38% in Q2 2026, buying an estimated $781K and bringing the position to 112,377 shares worth $2.84M. The position accounts for 0.01% of the portfolio, ranked #308.

First Manhattan first reported a position in IBDT in Q4 2025 and has held it in 3 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

First Manhattan held 112,377 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $2.84M as of Q2 2026.
First Manhattan bought 30,915 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $781K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.01% of First Manhattan's portfolio in Q2 2026, its #308 holding.
First Manhattan first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on First Manhattan's 13F filing for Q2 2026, filed 14 Aug 2026.