Highland Financial Advisors’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Highland Financial Advisors’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	$257K	Hold	10,162	–	–	0.06%	64
2026 Q1	$257K	Hold	10,162	–	–	0.07%	55
2025 Q4	$259K	Hold	10,162	–	–	0.07%	51
2025 Q3	$259K	Hold	10,162	–	–	0.07%	48
2025 Q2	$258K	Hold	10,162	–	–	0.08%	44
2025 Q1	$257K	Hold	10,162	–	–	0.09%	45
2024 Q4	$253K	Hold	10,162	–	–	0.09%	46
2024 Q3	$259K	Hold	10,162	–	–	0.09%	42
2024 Q2	$252K	Hold	10,162	–	–	0.09%	44
2024 Q1	$253K	Hold	10,162	–	–	0.1%	46
2023 Q4	$255K	Buy	+10,162	New	+$247K	0.11%	44

Other funds holding IBDT

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Twin Cities Retirement Group Plymouth, Minnesota $117M AUM

Members Wealth Media, Pennsylvania $182M AUM 15.09% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return