Ironwood Financial’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Ironwood Financial’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	$10.1M	Buy	400,157 +156,518	+64%	+$3.95M	1.57%	15
2026 Q1	$6.17M	Buy	243,639 +18,402	+8%	+$468K	1.08%	28
2025 Q4	$5.73M	Buy	225,237 +33,183	+17%	+$845K	0.97%	31
2025 Q3	$4.9M	Buy	192,054 +85,475	+80%	+$2.17M	0.87%	33
2025 Q2	$2.69M	Hold	106,579	–	–	0.58%	43
2025 Q1	$2.69M	Buy	106,579 +17,734	+20%	+$444K	0.58%	43
2024 Q4	$2.21M	Buy	88,845 +15,072	+20%	+$379K	0.46%	49
2024 Q3	$1.88M	Buy	73,773 +21,211	+40%	+$535K	0.4%	50
2024 Q2	$1.3M	Buy	52,562 +11,392	+28%	+$281K	0.29%	66
2024 Q1	$1.03M	Buy	41,170 +6,540	+19%	+$163K	0.24%	69
2023 Q4	$869K	Buy	34,630 +15,580	+82%	+$378K	0.21%	78
2023 Q3	$458K	Buy	+19,050	New	+$463K	0.12%	98

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

Ironwood Financial's IBDT Position: Q2 2026 in Review

Ironwood Financial increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 64% in Q2 2026, buying an estimated $3.95M and bringing the position to 400,157 shares worth $10.1M. The position accounts for 1.57% of the portfolio, ranked #15.

Ironwood Financial first reported a position in IBDT in Q3 2023 and has held it in 12 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Ironwood Financial held 400,157 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $10.1M as of Q2 2026.
Ironwood Financial bought 156,518 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $3.95M.
iShares iBonds Dec 2028 Term Corporate ETF made up 1.57% of Ironwood Financial's portfolio in Q2 2026, its #15 holding.
Ironwood Financial first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q3 2023 and has held it in 12 quarters since.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.