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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Integrated Advisors Network's IBDT Position: Q2 2026 in Review

Integrated Advisors Network increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 16% in Q2 2026, buying an estimated $292K and bringing the position to 84,780 shares worth $2.14M. The position accounts for 0.1% of the portfolio, ranked #202.

Integrated Advisors Network first reported a position in IBDT in Q1 2024 and has held it in 10 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Integrated Advisors Network held 84,780 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $2.14M as of Q2 2026.
Integrated Advisors Network bought 11,564 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $292K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.1% of Integrated Advisors Network's portfolio in Q2 2026, its #202 holding.
Integrated Advisors Network first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Integrated Advisors Network's 13F filing for Q2 2026, filed 11 Aug 2026.