Hurley Capital
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Hurley Capital’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Hurley Capital’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
Q3 		$1.65M Buy
66,247
+50,540
+322% +$1.27M 0.8% 31
2026
Q2 		$397K Buy
15,707
+112
+0.7% +$2.83K 0.21% 68
2026
Q1 		$395K Buy
15,595
+74
+0.5% +$1.88K 0.21% 63
2025
Q4 		$395K Buy
15,521
+9,347
+151% +$238K 0.22% 61
2025
Q3 		$158K Buy
6,174
+7
+0.1% +$178 0.09% 105
2025
Q2 		$157K Buy
6,167
+8
+0.1% +$202 0.11% 86
2025
Q1 		$156K Buy
6,159
+5
+0.1% +$125 0.12% 94
2024
Q4 		$153K Buy
+6,154
New +$155K 0.12% 82

Other funds holding IBDT

Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
Woodmont Investment Counsel
Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return
Gratus Wealth Advisors
Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Hurley Capital's IBDT Position: Q3 2026 in Review

Hurley Capital increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 322% in Q3 2026, buying an estimated $1.27M and bringing the position to 66,247 shares worth $1.65M. The position accounts for 0.8% of the portfolio, ranked #31.

Hurley Capital first reported a position in IBDT in Q4 2024 and has held it in 8 quarters since. 261 funds tracked by Wall St. Rank hold IBDT as of Q3 2026.

  • Hurley Capital held 66,247 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $1.65M as of Q3 2026.
  • Hurley Capital bought 50,540 iShares iBonds Dec 2028 Term Corporate ETF shares in Q3 2026, an estimated $1.27M.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 0.8% of Hurley Capital's portfolio in Q3 2026, its #31 holding.
  • Hurley Capital first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2024 and has held it in 8 quarters since.
  • 261 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q3 2026.

Based on Hurley Capital's 13F filing for Q3 2026, filed 5 Nov 2026.