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 Q3	$522K	Buy	20,911 +46	+0.2%	+$1.16K	0.06%	73
2026 Q2	$527K	Buy	20,865 +110	+0.5%	+$2.78K	0.06%	71
2026 Q1	$526K	Buy	20,755 +93	+0.5%	+$2.36K	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

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return

Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

TABR Capital Management Orange, California $136M AUM 24.56% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Johnson Bixby & Associates's IBDT Position: Q3 2026 in Review

Johnson Bixby & Associates increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 0.22% in Q3 2026, buying an estimated $1.16K and bringing the position to 20,911 shares worth $522K. The position accounts for 0.06% of the portfolio, ranked #73.

Johnson Bixby & Associates first reported a position in IBDT in Q4 2024 and has held it in 8 quarters since. The position peaked at $559K in Q1 2025. 218 funds tracked by Wall St. Rank hold IBDT as of Q3 2026.

Johnson Bixby & Associates held 20,911 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $522K as of Q3 2026.
Johnson Bixby & Associates bought 46 iShares iBonds Dec 2028 Term Corporate ETF shares in Q3 2026, an estimated $1.16K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.06% of Johnson Bixby & Associates's portfolio in Q3 2026, its #73 holding.
Johnson Bixby & Associates first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2024 and has held it in 8 quarters since.
Johnson Bixby & Associates's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $559K in Q1 2025.
218 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q3 2026.

Based on Johnson Bixby & Associates's 13F filing for Q3 2026, filed 14 Oct 2026.