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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
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

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Gratus Wealth Advisors's IBDT Position: Q2 2026 in Review

Gratus Wealth Advisors increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 2.8% in Q2 2026, buying an estimated $968K and bringing the position to 1,410,511 shares worth $35.6M. The position accounts for 4.53% of the portfolio, ranked #10.

Gratus Wealth Advisors first reported a position in IBDT in Q4 2023 and has held it in 11 quarters since. 206 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

  • Gratus Wealth Advisors held 1,410,511 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $35.6M as of Q2 2026.
  • Gratus Wealth Advisors bought 38,343 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $968K.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 4.53% of Gratus Wealth Advisors's portfolio in Q2 2026, its #10 holding.
  • Gratus Wealth Advisors first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
  • 206 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

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