Houlihan Financial Resource Group’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Houlihan Financial Resource Group’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	$5.82M	Buy	230,329 +6,464	+3%	+$163K	2.07%	13
2026 Q1	$5.67M	Buy	223,865 +4,602	+2%	+$117K	2.21%	13
2025 Q4	$5.59M	Buy	219,263 +122,203	+126%	+$3.11M	2.13%	13
2025 Q3	$2.48M	Sell	97,060 -107,660	-53%	-$2.74M	2.18%	13
2025 Q2	$5.2M	Buy	204,720 +1,353	+0.7%	+$34.1K	2.15%	15
2025 Q1	$5.14M	Sell	203,367 -3,799	-2%	-$95.2K	2.31%	15
2024 Q4	$5.16M	Buy	207,166 +14,552	+8%	+$365K	2.2%	16
2024 Q3	$4.92M	Buy	192,614 +29,405	+18%	+$741K	2.03%	17
2024 Q2	$4.04M	Buy	163,209 +10,740	+7%	+$265K	2.76%	13
2024 Q1	$3.8M	Buy	152,469 +39,550	+35%	+$984K	1.7%	20
2023 Q4	$2.83M	Buy	112,919 +77,990	+223%	+$1.89M	1.37%	27
2023 Q3	$833K	Buy	+34,929	New	+$850K	0.45%	42

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

Houlihan Financial Resource Group's IBDT Position: Q2 2026 in Review

Houlihan Financial Resource Group increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 2.9% in Q2 2026, buying an estimated $163K and bringing the position to 230,329 shares worth $5.82M. The position accounts for 2.07% of the portfolio, ranked #13.

Houlihan Financial Resource Group first reported a position in IBDT in Q3 2023 and has held it in 12 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Houlihan Financial Resource Group held 230,329 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $5.82M as of Q2 2026.
Houlihan Financial Resource Group bought 6,464 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $163K.
iShares iBonds Dec 2028 Term Corporate ETF made up 2.07% of Houlihan Financial Resource Group's portfolio in Q2 2026, its #13 holding.
Houlihan Financial Resource Group first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q3 2023 and has held it in 12 quarters since.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q2 2026, filed 10 Aug 2026.