IFG Advisory’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.02M Buy
+80,005
New +$2.02M 0.07% 290
2026
Q1
Sell
-61,769
Closed -$1.57M 576
2025
Q4
$1.57M Buy
61,769
+2,340
+4% +$59.6K 0.07% 293
2025
Q3
$1.52M Buy
+59,429
New +$1.51M 0.07% 283

Other funds holding IBDT

IFG Advisory's IBDT Position: Q2 2026 in Review

IFG Advisory opened a new position in iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q2 2026: 80,005 shares worth $2.02M. The stake represents 0.07% of the portfolio and ranks #290 among its holdings. This is a return to the name: IFG Advisory previously reported a position in IBDT as recently as Q4 2025.

IFG Advisory first reported a position in IBDT in Q3 2025 and has held it in 3 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

  • IFG Advisory held 80,005 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $2.02M as of Q2 2026.
  • iShares iBonds Dec 2028 Term Corporate ETF was a new IFG Advisory position in Q2 2026.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 0.07% of IFG Advisory's portfolio in Q2 2026, its #290 holding.
  • IFG Advisory first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q3 2025 and has held it in 3 quarters since.
  • 435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.