BFC Planning, Inc.’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

BFC Planning, Inc.’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	$784K	Buy	31,057 +5,208	+20%	+$132K	0.03%	468
2026 Q1	$655K	Buy	25,849 +3,992	+18%	+$102K	0.03%	482
2025 Q4	$556K	Buy	21,857 +4,043	+23%	+$103K	0.02%	521
2025 Q3	$455K	Buy	17,814 +2,507	+16%	+$63.7K	0.03%	409
2025 Q2	$389K	Buy	15,307 +2,825	+23%	+$71.2K	0.03%	420
2025 Q1	$315K	Buy	12,482 +1,358	+12%	+$34K	0.03%	457
2024 Q4	$277K	Buy	+11,124	New	+$279K	0.02%	497

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

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

BFC Planning, Inc.'s IBDT Position: Q2 2026 in Review

BFC Planning, Inc. increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 20% in Q2 2026, buying an estimated $132K and bringing the position to 31,057 shares worth $784K. The position accounts for 0.03% of the portfolio, ranked #468.

BFC Planning, Inc. first reported a position in IBDT in Q4 2024 and has held it in 7 quarters since. 439 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

BFC Planning, Inc. held 31,057 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $784K as of Q2 2026.
BFC Planning, Inc. bought 5,208 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $132K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.03% of BFC Planning, Inc.'s portfolio in Q2 2026, its #468 holding.
BFC Planning, Inc. first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.