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IFP Advisors’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

IFP Advisors’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 		$7.66M Sell
303,282
-965
-0.3% -$24.4K 0.14% 169
2026
Q1 		$7.71M Buy
304,247
+57,788
+23% +$1.47M 0.16% 138
2025
Q4 		$6.27M Buy
246,459
+23,612
+11% +$601K 0.14% 151
2025
Q3 		$5.69M Sell
222,847
-8,938
-4% -$227K 0.15% 151
2025
Q2 		$5.89M Sell
231,785
-898
-0.4% -$22.6K 0.17% 126
2025
Q1 		$5.88M Buy
232,683
+33,385
+17% +$837K 0.18% 115
2024
Q4 		$4.96M Buy
199,298
+3,601
+2% +$90.4K 0.16% 138
2024
Q3 		$5M Buy
195,697
+3,926
+2% +$99K 0.18% 121
2024
Q2 		$4.75M Buy
191,771
+17,150
+10% +$423K 0.19% 116
2024
Q1 		$4.35M Buy
174,621
+9,381
+6% +$233K 0.19% 112
2023
Q4 		$4.15M Buy
165,240
+142,021
+612% +$3.45M 0.2% 108
2023
Q3 		$558K Sell
23,219
-39,329
-63% -$957K 0.03% 552
2023
Q2 		$1.53M Sell
62,548
-39,231
-39% -$971K 0.06% 314
2023
Q1 		$2.55M Buy
101,779
+12,673
+14% +$313K 0.11% 189
2022
Q4 		$2.23M Buy
+89,106
New +$2.15M 0.06% 347

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

IFP Advisors's IBDT Position: Q2 2026 in Review

IFP Advisors reduced its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 0.32% in Q2 2026, selling an estimated $24.4K and leaving 303,282 shares worth $7.66M. The position accounts for 0.14% of the portfolio, ranked #169.

IFP Advisors first reported a position in IBDT in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.71M in Q1 2026. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

  • IFP Advisors held 303,282 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $7.66M as of Q2 2026.
  • IFP Advisors sold 965 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $24.4K.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 0.14% of IFP Advisors's portfolio in Q2 2026, its #169 holding.
  • IFP Advisors first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2022 and has held it in 15 quarters since.
  • IFP Advisors's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $7.71M in Q1 2026.
  • 435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.