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Horan Securities’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Horan Securities’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
2025
Q2 		$959K Hold
37,725
– – 0.34% 36
2025
Q1 		$953K Sell
37,725
-354
-0.9% -$8.87K 0.36% 30
2024
Q4 		$948K Buy
+38,079
New +$956K 0.36% 27

Other funds holding IBDT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Horan Securities's IBDT Position: Q2 2025 in Review

Horan Securities held its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) position steady in Q2 2025 at 37,725 shares worth $959K. The position accounts for 0.34% of the portfolio, ranked #36.

Horan Securities first reported a position in IBDT in Q4 2024 and has held it in 3 quarters since. 362 funds tracked by Wall St. Rank hold IBDT as of Q2 2025.

  • Horan Securities held 37,725 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $959K as of Q2 2025.
  • Horan Securities left its iShares iBonds Dec 2028 Term Corporate ETF share count unchanged in Q2 2025.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 0.34% of Horan Securities's portfolio in Q2 2025, its #36 holding.
  • Horan Securities first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2024 and has held it in 3 quarters since.
  • 362 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2025.

Based on Horan Securities's 13F filing for Q2 2025, filed 6 Aug 2025.