Foster Dykema Cabot & Partners’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Foster Dykema Cabot & Partners’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	$283K	Hold	11,200	–	–	0.02%	104
2026 Q1	$284K	Hold	11,200	–	–	0.02%	99
2025 Q4	$285K	Hold	11,200	–	–	0.02%	104
2025 Q3	$286K	Hold	11,200	–	–	0.02%	113
2025 Q2	$285K	Hold	11,200	–	–	0.02%	110
2025 Q1	$283K	Sell	11,200 -400	-3%	-$10K	0.02%	102
2024 Q4	$289K	Buy	11,600 +10,400	+867%	+$261K	0.02%	109
2024 Q3	$30.6K	Buy	+1,200	New	+$30.3K	﹤0.01%	271

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

Foster Dykema Cabot & Partners's IBDT Position: Q2 2026 in Review

Foster Dykema Cabot & Partners held its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) position steady in Q2 2026 at 11,200 shares worth $283K. The position accounts for 0.02% of the portfolio, ranked #104.

Foster Dykema Cabot & Partners first reported a position in IBDT in Q3 2024 and has held it in 8 quarters since. The position peaked at $289K in Q4 2024. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Foster Dykema Cabot & Partners held 11,200 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $283K as of Q2 2026.
Foster Dykema Cabot & Partners left its iShares iBonds Dec 2028 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.02% of Foster Dykema Cabot & Partners's portfolio in Q2 2026, its #104 holding.
Foster Dykema Cabot & Partners first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q3 2024 and has held it in 8 quarters since.
Foster Dykema Cabot & Partners's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $289K in Q4 2024.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Foster Dykema Cabot & Partners's 13F filing for Q2 2026, filed 11 Aug 2026.