Forvis Mazars Wealth Advisors’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Forvis Mazars Wealth 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
2026 Q2	$1.74M	Buy	69,017 +5,033	+8%	+$127K	0.03%	170
2026 Q1	$1.62M	Hold	63,984	–	–	0.03%	167
2025 Q4	$1.63M	Buy	63,984 +13,236	+26%	+$337K	0.03%	169
2025 Q3	$1.3M	Buy	50,748 +2,960	+6%	+$75.2K	0.03%	183
2025 Q2	$1.21M	Hold	47,788	–	–	0.03%	190
2025 Q1	$1.21M	Buy	47,788 +9,350	+24%	+$234K	0.03%	192
2024 Q4	$957K	Hold	38,438	–	–	0.02%	227
2024 Q3	$981K	Buy	38,438 +25,278	+192%	+$637K	0.02%	232
2024 Q2	$326K	Buy	+13,160	New	+$324K	0.01%	343

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

Forvis Mazars Wealth Advisors's IBDT Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 7.9% in Q2 2026, buying an estimated $127K and bringing the position to 69,017 shares worth $1.74M. The position accounts for 0.03% of the portfolio, ranked #170.

Forvis Mazars Wealth Advisors first reported a position in IBDT in Q2 2024 and has held it in 9 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Forvis Mazars Wealth Advisors held 69,017 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $1.74M as of Q2 2026.
Forvis Mazars Wealth Advisors bought 5,033 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $127K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.03% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #170 holding.
Forvis Mazars Wealth Advisors first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q2 2024 and has held it in 9 quarters since.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.