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

Integrated Advisors Network’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	$2.26M	Buy	90,600 +5,820	+7%	+$146K	0.1%	195
2026 Q2	$2.14M	Buy	84,780 +11,564	+16%	+$292K	0.1%	202
2026 Q1	$1.85M	Buy	73,216 +9,913	+16%	+$252K	0.1%	209
2025 Q4	$1.61M	Buy	63,303 +42,570	+205%	+$1.08M	0.07%	265
2025 Q3	$529K	Buy	20,733 +5,509	+36%	+$140K	0.02%	484
2025 Q2	$387K	Buy	15,224 +747	+5%	+$18.8K	0.02%	553
2025 Q1	$366K	Sell	14,477 -2,113	-13%	-$52.9K	0.02%	530
2024 Q4	$413K	Buy	16,590 +4,503	+37%	+$113K	0.02%	505
2024 Q3	$309K	Buy	12,087 +1,953	+19%	+$49.2K	0.01%	588
2024 Q2	$251K	Buy	10,134 +44	+0.4%	+$1.08K	0.01%	612
2024 Q1	$251K	Buy	+10,090	New	+$251K	0.01%	635

Other funds holding IBDT

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

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

TABR Capital Management Orange, California $136M AUM 24.56% 1-Year Est. Return

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

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

Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

Integrated Advisors Network's IBDT Position: Q3 2026 in Review

Integrated Advisors Network increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 6.9% in Q3 2026, buying an estimated $146K and bringing the position to 90,600 shares worth $2.26M. The position accounts for 0.1% of the portfolio, ranked #195.

Integrated Advisors Network first reported a position in IBDT in Q1 2024 and has held it in 11 quarters since. 150 funds tracked by Wall St. Rank hold IBDT as of Q3 2026.

Integrated Advisors Network held 90,600 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $2.26M as of Q3 2026.
Integrated Advisors Network bought 5,820 iShares iBonds Dec 2028 Term Corporate ETF shares in Q3 2026, an estimated $146K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.1% of Integrated Advisors Network's portfolio in Q3 2026, its #195 holding.
Integrated Advisors Network first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2024 and has held it in 11 quarters since.
150 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.