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Johnson Bixby & Associates’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Johnson Bixby & Associates’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 		$527K Buy
20,865
+110
+0.5% +$2.78K 0.06% 71
2026
Q1 		$526K Buy
20,755
+93
+0.5% +$2.37K 0.07% 72
2025
Q4 		$526K Buy
20,662
+192
+0.9% +$4.89K 0.07% 70
2025
Q3 		$522K Buy
20,470
+140
+0.7% +$3.56K 0.07% 68
2025
Q2 		$517K Sell
20,330
-1,790
-8% -$45.1K 0.07% 69
2025
Q1 		$559K Buy
22,120
+358
+2% +$8.97K 0.08% 61
2024
Q4 		$542K Buy
+21,762
New +$547K 0.08% 65

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

Johnson Bixby & Associates's IBDT Position: Q2 2026 in Review

Johnson Bixby & Associates increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 0.53% in Q2 2026, buying an estimated $2.78K and bringing the position to 20,865 shares worth $527K. The position accounts for 0.06% of the portfolio, ranked #71.

Johnson Bixby & Associates first reported a position in IBDT in Q4 2024 and has held it in 7 quarters since. The position peaked at $559K in Q1 2025. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

  • Johnson Bixby & Associates held 20,865 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $527K as of Q2 2026.
  • Johnson Bixby & Associates bought 110 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $2.78K.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 0.06% of Johnson Bixby & Associates's portfolio in Q2 2026, its #71 holding.
  • Johnson Bixby & Associates first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
  • Johnson Bixby & Associates's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $559K in Q1 2025.
  • 435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Johnson Bixby & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.