Harbor Advisory Corp’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Harbor Advisory Corp’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	$6.13M	Buy	242,577 +27,300	+13%	+$689K	1.64%	23
2026 Q1	$5.45M	Buy	215,277 +6,528	+3%	+$166K	1.64%	24
2025 Q4	$5.31M	Buy	208,749 +27,389	+15%	+$698K	1.61%	22
2025 Q3	$4.63M	Buy	181,360 +20,500	+13%	+$521K	1.37%	26
2025 Q2	$4.09M	Hold	160,860	–	–	1.3%	27
2025 Q1	$4.06M	Buy	160,860 +780	+0.5%	+$19.5K	1.36%	29
2024 Q4	$3.99M	Buy	160,080 +1,522	+1%	+$38.2K	1.31%	29
2024 Q3	$4.05M	Sell	158,558 -12,712	-7%	-$321K	1.32%	27
2024 Q2	$4.24M	Buy	171,270 +61,082	+55%	+$1.51M	1.47%	24
2024 Q1	$2.74M	Buy	110,188 +21,959	+25%	+$547K	0.93%	36
2023 Q4	$2.21M	Buy	88,229 +1,133	+1%	+$27.5K	0.79%	43
2023 Q3	$2.09M	Buy	+87,096	New	+$2.12M	0.76%	45

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

Harbor Advisory Corp's IBDT Position: Q2 2026 in Review

Harbor Advisory Corp increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 13% in Q2 2026, buying an estimated $689K and bringing the position to 242,577 shares worth $6.13M. The position accounts for 1.64% of the portfolio, ranked #23.

Harbor Advisory Corp first reported a position in IBDT in Q3 2023 and has held it in 12 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Harbor Advisory Corp held 242,577 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $6.13M as of Q2 2026.
Harbor Advisory Corp bought 27,300 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $689K.
iShares iBonds Dec 2028 Term Corporate ETF made up 1.64% of Harbor Advisory Corp's portfolio in Q2 2026, its #23 holding.
Harbor Advisory Corp first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q3 2023 and has held it in 12 quarters since.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Harbor Advisory Corp's 13F filing for Q2 2026, filed 13 Aug 2026.