GAMMA Investing
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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
Q3 		$318K Buy
12,745
+1,199
+10% +$30.1K 0.01% 992
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

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
TABR Capital Management
TABR Capital Management Orange, California $136M AUM 24.56% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
Windsor Capital Management
Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return
Novem Group
Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return
Ironwood Financial
Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

GAMMA Investing's IBDT Position: Q3 2026 in Review

GAMMA Investing increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 10% in Q3 2026, buying an estimated $30.1K and bringing the position to 12,745 shares worth $318K. The position accounts for 0.01% of the portfolio, ranked #992.

GAMMA Investing first reported a position in IBDT in Q1 2024 and has held it in 11 quarters since. The position peaked at $4.22M in Q1 2025. 150 funds tracked by Wall St. Rank hold IBDT as of Q3 2026.

  • GAMMA Investing held 12,745 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $318K as of Q3 2026.
  • GAMMA Investing bought 1,199 iShares iBonds Dec 2028 Term Corporate ETF shares in Q3 2026, an estimated $30.1K.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 0.01% of GAMMA Investing's portfolio in Q3 2026, its #992 holding.
  • GAMMA Investing first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2024 and has held it in 11 quarters since.
  • GAMMA Investing's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $4.22M in Q1 2025.
  • 150 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.