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International Assets Investment Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

International Assets Investment Management’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 		$67.6K Hold
2,690
– – ﹤0.01% 1214
2026
Q1 		$67.9K Hold
2,690
– – ﹤0.01% 1128
2025
Q4 		$68.5K Buy
+2,690
New +$68.5K ﹤0.01% 1118
2024
Q3 		– Sell
-2,690
Closed -$66.6K – 2149
2024
Q2 		$66.6K Buy
+2,690
New +$66.3K 0.01% 1075

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

International Assets Investment Management's IBDT Position: Q2 2026 in Review

International Assets Investment Management held its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) position steady in Q2 2026 at 2,690 shares worth $67.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1214.

International Assets Investment Management first reported a position in IBDT in Q2 2024 and has held it in 4 quarters since. The position peaked at $68.5K in Q4 2025. 436 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

  • International Assets Investment Management held 2,690 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $67.6K as of Q2 2026.
  • International Assets Investment Management left its iShares iBonds Dec 2028 Term Corporate ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2028 Term Corporate ETF made up ﹤0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1214 holding.
  • International Assets Investment Management first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q2 2024 and has held it in 4 quarters since.
  • International Assets Investment Management's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $68.5K in Q4 2025.
  • 436 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.