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Jefferson Bridge Capital’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Jefferson Bridge Capital’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 		$1.45M Sell
57,496
-9,901
-15% -$250K 1.26% 28
2026
Q1 		$1.71M Buy
67,397
+1,127
+2% +$28.7K 1.7% 23
2025
Q4 		$1.69M Buy
+66,270
New +$1.69M 1.7% 24

Other funds holding IBDT

CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Jefferson Bridge Capital's IBDT Position: Q2 2026 in Review

Jefferson Bridge Capital reduced its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 15% in Q2 2026, selling an estimated $250K and leaving 57,496 shares worth $1.45M. The position accounts for 1.26% of the portfolio, ranked #28.

Jefferson Bridge Capital first reported a position in IBDT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.71M in Q1 2026. 283 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

  • Jefferson Bridge Capital held 57,496 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $1.45M as of Q2 2026.
  • Jefferson Bridge Capital sold 9,901 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $250K.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 1.26% of Jefferson Bridge Capital's portfolio in Q2 2026, its #28 holding.
  • Jefferson Bridge Capital first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • Jefferson Bridge Capital's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $1.71M in Q1 2026.
  • 283 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Jefferson Bridge Capital's 13F filing for Q2 2026, filed 21 Jul 2026.