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

HORAN Wealth’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 		$779K Sell
30,863
-1,837
-6% -$46.4K 0.1% 112
2026
Q1 		$832K Hold
32,700
– – 0.08% 109
2025
Q4 		$832K Sell
32,700
-4,950
-13% -$126K 0.13% 91
2025
Q3 		$961K Buy
+37,650
New +$957K 0.15% 94

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

HORAN Wealth's IBDT Position: Q2 2026 in Review

HORAN Wealth reduced its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 5.6% in Q2 2026, selling an estimated $46.4K and leaving 30,863 shares worth $779K. The position accounts for 0.1% of the portfolio, ranked #112.

HORAN Wealth first reported a position in IBDT in Q3 2025 and has held it in 4 quarters since. The position peaked at $961K in Q3 2025. 436 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

  • HORAN Wealth held 30,863 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $779K as of Q2 2026.
  • HORAN Wealth sold 1,837 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $46.4K.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 0.1% of HORAN Wealth's portfolio in Q2 2026, its #112 holding.
  • HORAN Wealth first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q3 2025 and has held it in 4 quarters since.
  • HORAN Wealth's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $961K in Q3 2025.
  • 436 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on HORAN Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.