Great Diamond Partners
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Great Diamond Partners’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Great Diamond Partners’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 		$6.17M Buy
247,275
+85,288
+53% +$2.14M 1.04% 23
2026
Q2 		$4.09M Sell
161,987
-58,733
-27% -$1.48M 0.7% 36
2026
Q1 		$5.59M Buy
220,720
+33,198
+18% +$844K 1.08% 22
2025
Q4 		$4.77M Buy
187,522
+48,997
+35% +$1.25M 0.92% 23
2025
Q3 		$3.54M Sell
138,525
-2,772
-2% -$70.5K 0.69% 32
2025
Q2 		$3.59M Buy
141,297
+3,360
+2% +$84.7K 0.76% 30
2025
Q1 		$3.48M Buy
137,937
+4,029
+3% +$101K 0.95% 26
2024
Q4 		$3.33M Buy
133,908
+732
+0.5% +$18.4K 0.86% 32
2024
Q3 		$3.4M Sell
133,176
-44
-0% -$1.11K 0.86% 31
2024
Q2 		$3.3M Sell
133,220
-4,041
-3% -$100K 0.78% 38
2024
Q1 		$3.42M Buy
137,261
+4,055
+3% +$101K 0.79% 36
2023
Q4 		$3.34M Sell
133,206
-1,972
-1% -$47.9K 0.82% 29
2023
Q3 		$3.25M Sell
135,178
-499
-0.4% -$12.1K 0.88% 26
2023
Q2 		$3.32M Buy
135,677
+905
+0.7% +$22.4K 0.88% 28
2023
Q1 		$3.36M Buy
+134,772
New +$3.33M 0.97% 27

Other funds holding IBDT

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sound View Wealth Advisors Group
Sound View Wealth Advisors Group Savannah, Georgia $1.62B AUM 19.49% 1-Year Est. Return
Summitry LLC
Summitry LLC Foster City, California $3.2B AUM 16.18% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
Woodmont Investment Counsel
Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return

Great Diamond Partners's IBDT Position: Q3 2026 in Review

Great Diamond Partners increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 53% in Q3 2026, buying an estimated $2.14M and bringing the position to 247,275 shares worth $6.17M. The position accounts for 1.04% of the portfolio, ranked #23.

Great Diamond Partners first reported a position in IBDT in Q1 2023 and has held it in 15 quarters since. 420 funds tracked by Wall St. Rank hold IBDT as of Q3 2026.

  • Great Diamond Partners held 247,275 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $6.17M as of Q3 2026.
  • Great Diamond Partners bought 85,288 iShares iBonds Dec 2028 Term Corporate ETF shares in Q3 2026, an estimated $2.14M.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 1.04% of Great Diamond Partners's portfolio in Q3 2026, its #23 holding.
  • Great Diamond Partners first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2023 and has held it in 15 quarters since.
  • 420 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q3 2026.

Based on Great Diamond Partners's 13F filing for Q3 2026, filed 13 Oct 2026.