Heartland Bank & Trust’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Heartland Bank & Trust’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	$6.24M	Buy	247,322 +33,848	+16%	+$855K	1.29%	16
2026 Q1	$5.41M	Buy	213,474 +27,412	+15%	+$697K	1.22%	15
2025 Q4	$4.74M	Buy	186,062 +17,170	+10%	+$437K	2%	11
2025 Q3	$4.31M	Buy	168,892 +32,272	+24%	+$820K	1.78%	11
2025 Q2	$3.47M	Buy	136,620 +54,289	+66%	+$1.37M	1.63%	13
2025 Q1	$2.08M	Buy	82,331 +42,917	+109%	+$1.08M	1.07%	19
2024 Q4	$981K	Buy	39,414 +29,783	+309%	+$748K	0.53%	37
2024 Q3	$246K	Buy	+9,631	New	+$243K	0.13%	143

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

Heartland Bank & Trust's IBDT Position: Q2 2026 in Review

Heartland Bank & Trust increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 16% in Q2 2026, buying an estimated $855K and bringing the position to 247,322 shares worth $6.24M. The position accounts for 1.29% of the portfolio, ranked #16.

Heartland Bank & Trust first reported a position in IBDT in Q3 2024 and has held it in 8 quarters since. 436 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Heartland Bank & Trust held 247,322 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $6.24M as of Q2 2026.
Heartland Bank & Trust bought 33,848 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $855K.
iShares iBonds Dec 2028 Term Corporate ETF made up 1.29% of Heartland Bank & Trust's portfolio in Q2 2026, its #16 holding.
Heartland Bank & Trust first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q3 2024 and has held it in 8 quarters since.
436 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Heartland Bank & Trust's 13F filing for Q2 2026, filed 12 Aug 2026.