Hancock Whitney’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Hancock Whitney’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	$5.12M	Buy	202,966 +17	+0%	+$429	0.09%	186
2026 Q1	$5.14M	Buy	202,949 +13,139	+7%	+$334K	0.09%	179
2025 Q4	$4.83M	Sell	189,810 -4,425	-2%	-$113K	0.09%	180
2025 Q3	$4.96M	Buy	194,235 +11,759	+6%	+$299K	0.09%	175
2025 Q2	$4.64M	Buy	+182,476	New	+$4.6M	0.09%	172

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

Hancock Whitney's IBDT Position: Q2 2026 in Review

Hancock Whitney increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 0.01% in Q2 2026, buying an estimated $429 and bringing the position to 202,966 shares worth $5.12M. The position accounts for 0.09% of the portfolio, ranked #186.

Hancock Whitney first reported a position in IBDT in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.14M in Q1 2026. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Hancock Whitney held 202,966 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $5.12M as of Q2 2026.
Hancock Whitney bought 17 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $429.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.09% of Hancock Whitney's portfolio in Q2 2026, its #186 holding.
Hancock Whitney first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
Hancock Whitney's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $5.14M in Q1 2026.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Hancock Whitney's 13F filing for Q2 2026, filed 14 Aug 2026.