Godshalk Welsh Capital Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Godshalk Welsh Capital Management’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	$3.66M	Buy	144,850 +6,000	+4%	+$152K	1.97%	10
2026 Q1	$3.52M	Buy	138,850 +15,850	+13%	+$403K	2.04%	7
2025 Q4	$3.13M	Buy	123,000 +21,400	+21%	+$545K	1.79%	13
2025 Q3	$2.59M	Buy	101,600 +27,850	+38%	+$708K	1.49%	15
2025 Q2	$1.87M	Buy	73,750 +16,000	+28%	+$403K	1.15%	24
2025 Q1	$1.46M	Buy	57,750 +16,150	+39%	+$405K	0.95%	31
2024 Q4	$1.04M	Buy	41,600 +32,900	+378%	+$826K	0.67%	51
2024 Q3	$222K	Buy	+8,700	New	+$219K	0.14%	117

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

Godshalk Welsh Capital Management's IBDT Position: Q2 2026 in Review

Godshalk Welsh Capital Management increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 4.3% in Q2 2026, buying an estimated $152K and bringing the position to 144,850 shares worth $3.66M. The position accounts for 1.97% of the portfolio, ranked #10.

Godshalk Welsh Capital Management first reported a position in IBDT in Q3 2024 and has held it in 8 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Godshalk Welsh Capital Management held 144,850 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $3.66M as of Q2 2026.
Godshalk Welsh Capital Management bought 6,000 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $152K.
iShares iBonds Dec 2028 Term Corporate ETF made up 1.97% of Godshalk Welsh Capital Management's portfolio in Q2 2026, its #10 holding.
Godshalk Welsh Capital Management first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q3 2024 and has held it in 8 quarters since.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Godshalk Welsh Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.