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Harbour Investments’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Harbour Investments’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 		$222K Sell
8,777
-1,555
-15% -$39.3K ﹤0.01% 1553
2026
Q1 		$262K Buy
10,332
+2,249
+28% +$57.2K ﹤0.01% 1382
2025
Q4 		$206K Sell
8,083
-251
-3% -$6.39K ﹤0.01% 1266
2025
Q3 		$213K Buy
8,334
+1,253
+18% +$31.8K ﹤0.01% 1198
2025
Q2 		$180K Buy
7,081
+2,261
+47% +$57K ﹤0.01% 1222
2025
Q1 		$122K Sell
4,820
-6,878
-59% -$172K ﹤0.01% 1336
2024
Q4 		$291K Buy
11,698
+1,522
+15% +$38.2K 0.01% 880
2024
Q3 		$260K Buy
10,176
+7,766
+322% +$196K 0.01% 907
2024
Q2 		$59.7K Buy
2,410
+809
+51% +$19.9K ﹤0.01% 1481
2024
Q1 		$39.9K Buy
1,601
+13
+0.8% +$324 ﹤0.01% 1630
2023
Q4 		$39.9K Buy
1,588
+23
+1% +$559 ﹤0.01% 1562
2023
Q3 		$37.6K Buy
1,565
+17
+1% +$414 ﹤0.01% 1472
2023
Q2 		$37.9K Buy
1,548
+15
+1% +$371 ﹤0.01% 1486
2023
Q1 		$38.2K Buy
1,533
+10
+0.7% +$247 ﹤0.01% 1466
2022
Q4 		$37K Buy
1,523
+31
+2% +$747 ﹤0.01% 1422
2022
Q3 		$37K Hold
1,492
– – ﹤0.01% 1384
2022
Q2 		$37K Buy
+1,492
New +$37.8K ﹤0.01% 1384
2021
Q4 		– Sell
-3,355
Closed -$96K – 3117
2021
Q3 		$96K Buy
3,355
+2,664
+386% +$77.2K ﹤0.01% 1399
2021
Q2 		$20K Buy
691
+24
+4% +$687 ﹤0.01% 2346
2021
Q1 		$19K Buy
+667
New +$19.3K ﹤0.01% 2235

Other funds holding IBDT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lido Advisors
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
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Harbour Investments's IBDT Position: Q2 2026 in Review

Harbour Investments reduced its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 15% in Q2 2026, selling an estimated $39.3K and leaving 8,777 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #1553.

Harbour Investments first reported a position in IBDT in Q1 2021 and has held it in 20 quarters since. The position peaked at $291K in Q4 2024. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

  • Harbour Investments held 8,777 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $222K as of Q2 2026.
  • Harbour Investments sold 1,555 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $39.3K.
  • iShares iBonds Dec 2028 Term Corporate ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #1553 holding.
  • Harbour Investments first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2021 and has held it in 20 quarters since.
  • Harbour Investments's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $291K in Q4 2024.
  • 435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.