JFS Wealth Advisors
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JFS Wealth Advisors’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

JFS Wealth Advisors’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 		– Sell
-1,165
Closed -$29.4K – 2253
2026
Q2 		$29.4K Buy
+1,165
New +$29.4K ﹤0.01% 661

Other funds holding IBDT

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sound View Wealth Advisors Group
Sound View Wealth Advisors Group Savannah, Georgia $1.62B AUM 19.49% 1-Year Est. Return
Summitry LLC
Summitry LLC Foster City, California $3.2B AUM 16.18% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
Woodmont Investment Counsel
Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return

JFS Wealth Advisors's IBDT Position: Q3 2026 in Review

JFS Wealth Advisors sold out of iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q3 2026, closing a stake of 1,165 shares — an estimated $29.4K sold.

JFS Wealth Advisors first reported a position in IBDT in Q2 2026 and held it in 1 quarter. The position peaked at $29.4K in Q2 2026. 420 funds tracked by Wall St. Rank hold IBDT as of Q3 2026.

  • JFS Wealth Advisors reported no remaining iShares iBonds Dec 2028 Term Corporate ETF position as of Q3 2026 after selling out during the quarter.
  • JFS Wealth Advisors sold 1,165 iShares iBonds Dec 2028 Term Corporate ETF shares in Q3 2026, an estimated $29.4K.
  • JFS Wealth Advisors first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q2 2026 and held it in 1 quarter.
  • JFS Wealth Advisors's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $29.4K in Q2 2026.
  • 420 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.