Gratus Wealth Advisors’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Gratus Wealth 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 Q3	$35.2M	Sell	1,409,397 -1,114	-0.1%	-$28K	4.49%	9
2026 Q2	$35.6M	Buy	1,410,511 +38,343	+3%	+$968K	4.53%	10
2026 Q1	$34.8M	Buy	1,372,168 +70,754	+5%	+$1.8M	5.03%	9
2025 Q4	$33.1M	Buy	1,301,414 +36,163	+3%	+$921K	4.59%	9
2025 Q3	$32.3M	Buy	1,265,251 +32,145	+3%	+$817K	4.55%	10
2025 Q2	$31.3M	Buy	1,233,106 +21,202	+2%	+$534K	4.75%	10
2025 Q1	$30.6M	Buy	1,211,904 +53,088	+5%	+$1.33M	5.02%	8
2024 Q4	$28.9M	Buy	1,158,816 +32,491	+3%	+$816K	4.62%	8
2024 Q3	$28.4M	Buy	1,126,325 +48,575	+5%	+$1.22M	4.64%	7
2024 Q2	$26.9M	Buy	1,077,750 +31,295	+3%	+$772K	4.63%	7
2024 Q1	$25.6M	Buy	1,046,455 +989,168	+1,727%	+$24.6M	4.7%	8
2023 Q4	$1.44M	Buy	+57,287	New	+$1.39M	0.28%	44

Other funds holding IBDT

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sound View Wealth Advisors Group Savannah, Georgia $1.62B AUM 19.49% 1-Year Est. Return

Summitry LLC Foster City, California $3.2B AUM 16.18% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return

Gratus Wealth Advisors's IBDT Position: Q3 2026 in Review

Gratus Wealth Advisors reduced its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 0.08% in Q3 2026, selling an estimated $28K and leaving 1,409,397 shares worth $35.2M. The position accounts for 4.49% of the portfolio, ranked #9.

Gratus Wealth Advisors first reported a position in IBDT in Q4 2023 and has held it in 12 quarters since. The position peaked at $35.6M in Q2 2026. 420 funds tracked by Wall St. Rank hold IBDT as of Q3 2026.

Gratus Wealth Advisors held 1,409,397 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $35.2M as of Q3 2026.
Gratus Wealth Advisors sold 1,114 iShares iBonds Dec 2028 Term Corporate ETF shares in Q3 2026, an estimated $28K.
iShares iBonds Dec 2028 Term Corporate ETF made up 4.49% of Gratus Wealth Advisors's portfolio in Q3 2026, its #9 holding.
Gratus Wealth Advisors first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2023 and has held it in 12 quarters since.
Gratus Wealth Advisors's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $35.6M in Q2 2026.
420 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q3 2026.

Based on Gratus Wealth Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.