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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
Q4 		– Sell
-1,452
Closed -$37.1K – 568
2025
Q3 		$37.1K Hold
1,452
– – 0.01% 308
2025
Q2 		$36.9K Hold
1,452
– – 0.01% 291
2025
Q1 		$36.7K Hold
1,452
– – 0.01% 290
2024
Q4 		$36.2K Buy
+1,452
New +$36.5K 0.01% 291

Other funds holding IBDT

Mercer Global Advisors
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $202M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s IBDT Position: Q4 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q4 2025, closing a stake of 1,452 shares — an estimated $37.1K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in IBDT in Q4 2024 and held it in 4 quarters. The position peaked at $37.1K in Q3 2025. 411 funds tracked by Wall St. Rank hold IBDT as of Q4 2025.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining iShares iBonds Dec 2028 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 1,452 iShares iBonds Dec 2028 Term Corporate ETF shares in Q4 2025, an estimated $37.1K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2024 and held it in 4 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s iShares iBonds Dec 2028 Term Corporate ETF position peaked at $37.1K in Q3 2025.
  • 411 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q4 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q4 2025, filed 7 Aug 2026.