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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
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% -$99.6K 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

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
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 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

Great Diamond Partners's IBDT Position: Q2 2026 in Review

Great Diamond Partners reduced its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 27% in Q2 2026, selling an estimated $1.48M and leaving 161,987 shares worth $4.09M. The position accounts for 0.7% of the portfolio, ranked #36.

Great Diamond Partners first reported a position in IBDT in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.59M in Q1 2026. 224 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

  • Great Diamond Partners held 161,987 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $4.09M as of Q2 2026.
  • Great Diamond Partners sold 58,733 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $1.48M.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 0.7% of Great Diamond Partners's portfolio in Q2 2026, its #36 holding.
  • Great Diamond Partners first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2023 and has held it in 14 quarters since.
  • Great Diamond Partners's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $5.59M in Q1 2026.
  • 224 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.