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

FullCircle 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
2025
Q3 		$363K Sell
14,265
-16
-0.1% -$407 0.13% 172
2025
Q2 		$363K Hold
14,281
– – 0.14% 170
2025
Q1 		$361K Buy
+14,281
New +$358K 0.15% 152

Other funds holding IBDT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VBFG
Vishria Bird Financial Group Memphis, Tennessee $510M AUM 12.05% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FullCircle Wealth's IBDT Position: Q3 2025 in Review

FullCircle Wealth reduced its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 0.11% in Q3 2025, selling an estimated $407 and leaving 14,265 shares worth $363K. The position accounts for 0.13% of the portfolio, ranked #172.

FullCircle Wealth first reported a position in IBDT in Q1 2025 and has held it in 3 quarters since. The position peaked at $363K in Q2 2025. 379 funds tracked by Wall St. Rank hold IBDT as of Q3 2025.

  • FullCircle Wealth held 14,265 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $363K as of Q3 2025.
  • FullCircle Wealth sold 16 iShares iBonds Dec 2028 Term Corporate ETF shares in Q3 2025, an estimated $407.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 0.13% of FullCircle Wealth's portfolio in Q3 2025, its #172 holding.
  • FullCircle Wealth first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2025 and has held it in 3 quarters since.
  • FullCircle Wealth's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $363K in Q2 2025.
  • 379 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.