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

Harbor Investment Advisory’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	$3.09M	Buy	122,422 +7,789	+7%	+$197K	0.22%	86
2026 Q1	$2.9M	Buy	114,633 +11,193	+11%	+$285K	0.23%	80
2025 Q4	$2.63M	Buy	103,440 +12,897	+14%	+$329K	0.2%	91
2025 Q3	$2.31M	Buy	90,543 +11,378	+14%	+$289K	0.19%	94
2025 Q2	$2.01M	Buy	79,165 +37,345	+89%	+$941K	0.18%	98
2025 Q1	$1.06M	Buy	41,820 +20,211	+94%	+$506K	0.1%	151
2024 Q4	$538K	Buy	21,609 +20,794	+2,551%	+$522K	0.05%	223
2024 Q3	$20.8K	Hold	815	–	–	﹤0.01%	739
2024 Q2	$20.2K	Buy	+815	New	+$20.1K	﹤0.01%	739

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 Investment Advisory's IBDT Position: Q2 2026 in Review

Harbor Investment Advisory increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 6.8% in Q2 2026, buying an estimated $197K and bringing the position to 122,422 shares worth $3.09M. The position accounts for 0.22% of the portfolio, ranked #86.

Harbor Investment Advisory first reported a position in IBDT in Q2 2024 and has held it in 9 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Harbor Investment Advisory held 122,422 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $3.09M as of Q2 2026.
Harbor Investment Advisory bought 7,789 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $197K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.22% of Harbor Investment Advisory's portfolio in Q2 2026, its #86 holding.
Harbor Investment Advisory first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q2 2024 and has held it in 9 quarters since.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.