High Note Wealth’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.88M Buy
113,937
+57,985
+104% +$1.46M 0.49% 46
2026
Q1
$1.42M Buy
55,952
+41,291
+282% +$1.05M 0.28% 56
2025
Q4
$373K Buy
14,661
+13,568
+1,241% +$346K 0.07% 86
2025
Q3
$27.9K Buy
+1,093
New +$27.8K 0.01% 224

Other funds holding IBDT

High Note Wealth's IBDT Position: Q2 2026 in Review

High Note Wealth increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 104% in Q2 2026, buying an estimated $1.46M and bringing the position to 113,937 shares worth $2.88M. The position accounts for 0.49% of the portfolio, ranked #46.

High Note Wealth first reported a position in IBDT in Q3 2025 and has held it in 4 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

  • High Note Wealth held 113,937 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $2.88M as of Q2 2026.
  • High Note Wealth bought 57,985 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $1.46M.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 0.49% of High Note Wealth's portfolio in Q2 2026, its #46 holding.
  • High Note Wealth first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q3 2025 and has held it in 4 quarters since.
  • 435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.