Gould Asset Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Gould Asset 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	$1.39M	Buy	55,045 +1,375	+3%	+$34.7K	0.22%	58
2026 Q1	$1.36M	Buy	53,670 +225	+0.4%	+$5.72K	0.24%	55
2025 Q4	$1.36M	Buy	+53,445	New	+$1.36M	0.24%	52

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

Gould Asset Management's IBDT Position: Q2 2026 in Review

Gould Asset Management increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 2.6% in Q2 2026, buying an estimated $34.7K and bringing the position to 55,045 shares worth $1.39M. The position accounts for 0.22% of the portfolio, ranked #58.

Gould Asset Management first reported a position in IBDT in Q4 2025 and has held it in 3 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Gould Asset Management held 55,045 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $1.39M as of Q2 2026.
Gould Asset Management bought 1,375 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $34.7K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.22% of Gould Asset Management's portfolio in Q2 2026, its #58 holding.
Gould Asset Management first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Gould Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.