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Freestone Capital Holdings’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Freestone Capital Holdings’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 		$619K Sell
24,523
-12,457
-34% -$315K 0.02% 344
2026
Q1 		$937K Sell
36,980
-15,186
-29% -$386K 0.03% 245
2025
Q4 		$1.33M Buy
52,166
+8,368
+19% +$213K 0.04% 211
2025
Q3 		$1.12M Buy
+43,798
New +$1.11M 0.03% 236

Other funds holding IBDT

Lido Advisors
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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

Freestone Capital Holdings's IBDT Position: Q2 2026 in Review

Freestone Capital Holdings reduced its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 34% in Q2 2026, selling an estimated $315K and leaving 24,523 shares worth $619K. The position accounts for 0.02% of the portfolio, ranked #344.

Freestone Capital Holdings first reported a position in IBDT in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.33M in Q4 2025. 299 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

  • Freestone Capital Holdings held 24,523 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $619K as of Q2 2026.
  • Freestone Capital Holdings sold 12,457 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $315K.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 0.02% of Freestone Capital Holdings's portfolio in Q2 2026, its #344 holding.
  • Freestone Capital Holdings first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q3 2025 and has held it in 4 quarters since.
  • Freestone Capital Holdings's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $1.33M in Q4 2025.
  • 299 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.