Glenview Trust’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Glenview Trust’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	$14.6M	Buy	576,746 +15,279	+3%	+$386K	0.2%	92
2026 Q1	$14.2M	Buy	561,467 +22,839	+4%	+$581K	0.22%	87
2025 Q4	$13.7M	Buy	538,628 +29,760	+6%	+$758K	0.21%	92
2025 Q3	$13M	Buy	508,868 +29,214	+6%	+$743K	0.21%	98
2025 Q2	$12.2M	Buy	479,654 +70,418	+17%	+$1.77M	0.21%	99
2025 Q1	$10.3M	Buy	409,236 +34,139	+9%	+$855K	0.2%	110
2024 Q4	$9.34M	Buy	375,097 +169,817	+83%	+$4.26M	0.18%	104
2024 Q3	$5.24M	Buy	205,280 +32,405	+19%	+$817K	0.1%	137
2024 Q2	$4.28M	Buy	172,875 +74,618	+76%	+$1.84M	0.09%	139
2024 Q1	$2.45M	Buy	98,257 +51,028	+108%	+$1.27M	0.05%	188
2023 Q4	$1.18M	Buy	47,229 +29,469	+166%	+$716K	0.03%	236
2023 Q3	$427K	Buy	17,760 +6,750	+61%	+$164K	0.01%	338
2023 Q2	$270K	Buy	+11,010	New	+$273K	0.01%	400

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

Glenview Trust's IBDT Position: Q2 2026 in Review

Glenview Trust increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 2.7% in Q2 2026, buying an estimated $386K and bringing the position to 576,746 shares worth $14.6M. The position accounts for 0.2% of the portfolio, ranked #92.

Glenview Trust first reported a position in IBDT in Q2 2023 and has held it in 13 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Glenview Trust held 576,746 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $14.6M as of Q2 2026.
Glenview Trust bought 15,279 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $386K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.2% of Glenview Trust's portfolio in Q2 2026, its #92 holding.
Glenview Trust first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q2 2023 and has held it in 13 quarters since.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Glenview Trust's 13F filing for Q2 2026, filed 11 Aug 2026.