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 Q2	$29.4K	Buy	+1,165	New	+$29.4K	﹤0.01%	661

Other funds holding IBDT

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

JFS Wealth Advisors's IBDT Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q2 2026: 1,165 shares worth $29.4K. The stake represents ﹤0.01% of the portfolio and ranks #661 among its holdings.

199 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

JFS Wealth Advisors held 1,165 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $29.4K as of Q2 2026.
iShares iBonds Dec 2028 Term Corporate ETF was a new JFS Wealth Advisors position in Q2 2026.
iShares iBonds Dec 2028 Term Corporate ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #661 holding.
199 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.