GHP Investment Advisors’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

GHP Investment Advisors’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	$40.6K	Hold	1,608	–	–	﹤0.01%	593
2026 Q1	$40.7K	Hold	1,608	–	–	﹤0.01%	572
2025 Q4	$40.9K	Hold	1,608	–	–	﹤0.01%	550
2025 Q3	$41K	Hold	1,608	–	–	﹤0.01%	546
2025 Q2	$40.9K	Hold	1,608	–	–	﹤0.01%	537
2025 Q1	$40.6K	Hold	1,608	–	–	﹤0.01%	521
2024 Q4	$40K	Hold	1,608	–	–	﹤0.01%	520
2024 Q3	$41.1K	Hold	1,608	–	–	﹤0.01%	531
2024 Q2	$39.8K	Hold	1,608	–	–	﹤0.01%	522
2024 Q1	$40K	Buy	+1,608	New	+$40K	﹤0.01%	519

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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

CAI

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

HPC

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

GHP Investment Advisors's IBDT Position: Q2 2026 in Review

GHP Investment Advisors held its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) position steady in Q2 2026 at 1,608 shares worth $40.6K. The position accounts for ﹤0.01% of the portfolio, ranked #593.

GHP Investment Advisors first reported a position in IBDT in Q1 2024 and has held it in 10 quarters since. The position peaked at $41.1K in Q3 2024. 436 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

GHP Investment Advisors held 1,608 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $40.6K as of Q2 2026.
GHP Investment Advisors left its iShares iBonds Dec 2028 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2028 Term Corporate ETF made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #593 holding.
GHP Investment Advisors first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
GHP Investment Advisors's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $41.1K in Q3 2024.
436 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.