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GAMMA Investing’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

GAMMA Investing’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 		$292K Buy
11,546
+6,916
+149% +$175K 0.01% 993
2026
Q1 		$117K Hold
4,630
– – 0.01% 1548
2025
Q4 		$118K Buy
4,630
+255
+6% +$6.5K 0.01% 1462
2025
Q3 		$112K Sell
4,375
-45,832
-91% -$1.16M 0.01% 1419
2025
Q2 		$1.28M Sell
50,207
-116,688
-70% -$2.94M 0.08% 221
2025
Q1 		$4.22M Buy
166,895
+42,989
+35% +$1.08M 0.32% 53
2024
Q4 		$3.09M Buy
123,906
+21,833
+21% +$548K 0.26% 64
2024
Q3 		$2.61M Buy
102,073
+69,806
+216% +$1.76M 0.26% 71
2024
Q2 		$799K Buy
32,267
+10,339
+47% +$255K 0.11% 165
2024
Q1 		$546K Buy
+21,928
New +$546K 0.11% 167

Other funds holding IBDT

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 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
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

GAMMA Investing's IBDT Position: Q2 2026 in Review

GAMMA Investing increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 149% in Q2 2026, buying an estimated $175K and bringing the position to 11,546 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #993.

GAMMA Investing first reported a position in IBDT in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.22M in Q1 2025. 112 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

  • GAMMA Investing held 11,546 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $292K as of Q2 2026.
  • GAMMA Investing bought 6,916 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $175K.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 0.01% of GAMMA Investing's portfolio in Q2 2026, its #993 holding.
  • GAMMA Investing first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
  • GAMMA Investing's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $4.22M in Q1 2025.
  • 112 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.