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

IFS 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 Q3	$5.26M	Buy	+210,802	New	+$5.3M	1.59%	17

Other funds holding IBDT

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

WCM

Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return

InvesTrust Oklahoma City, Oklahoma $247M AUM 20.94% 1-Year Est. Return

AIA

Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return

VWMG

Virginia Wealth Management Group Virginia Beach, Virginia $203M AUM 11.26% 1-Year Est. Return

GDP

Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

IFS Advisors's IBDT Position: Q3 2026 in Review

IFS Advisors opened a new position in iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q3 2026: 210,802 shares worth $5.26M. The stake represents 1.59% of the portfolio and ranks #17 among its holdings.

51 funds tracked by Wall St. Rank hold IBDT as of Q3 2026.

IFS Advisors held 210,802 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $5.26M as of Q3 2026.
iShares iBonds Dec 2028 Term Corporate ETF was a new IFS Advisors position in Q3 2026.
iShares iBonds Dec 2028 Term Corporate ETF made up 1.59% of IFS Advisors's portfolio in Q3 2026, its #17 holding.
51 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.