Focus Partners Wealth’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Focus Partners Wealth’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	$12.9M	Buy	511,450 +172,278	+51%	+$4.35M	0.01%	631
2026 Q1	$8.59M	Buy	339,172 +106,755	+46%	+$2.71M	0.01%	762
2025 Q4	$5.92M	Buy	232,417 +95,691	+70%	+$2.44M	0.01%	887
2025 Q3	$3.49M	Buy	136,726 +90,540	+196%	+$2.3M	0.01%	857
2025 Q2	$1.17M	Buy	+46,186	New	+$1.16M	﹤0.01%	1077

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

Focus Partners Wealth's IBDT Position: Q2 2026 in Review

Focus Partners Wealth increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 51% in Q2 2026, buying an estimated $4.35M and bringing the position to 511,450 shares worth $12.9M. The position accounts for 0.01% of the portfolio, ranked #631.

Focus Partners Wealth first reported a position in IBDT in Q2 2025 and has held it in 5 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Focus Partners Wealth held 511,450 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $12.9M as of Q2 2026.
Focus Partners Wealth bought 172,278 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $4.35M.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #631 holding.
Focus Partners Wealth first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.