Journey Advisory Group’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Journey Advisory Group’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	$290K	Hold	11,500	–	–	0.02%	242
2026 Q1	$291K	Hold	11,500	–	–	0.02%	215
2025 Q4	$293K	Hold	11,500	–	–	0.02%	227
2025 Q3	$293K	Hold	11,500	–	–	0.02%	237
2025 Q2	$292K	Hold	11,500	–	–	0.02%	245
2025 Q1	$290K	Sell	11,500 -421	-4%	-$10.5K	0.02%	241
2024 Q4	$295K	Hold	11,921	–	–	0.04%	191
2024 Q3	$295K	Hold	11,921	–	–	0.04%	191
2024 Q2	$295K	Sell	11,921 -2,979	-20%	-$73.4K	0.04%	191
2024 Q1	$371K	Buy	+14,900	New	+$371K	0.05%	180

Other funds holding IBDT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Journey Advisory Group's IBDT Position: Q2 2026 in Review

Journey Advisory Group held its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) position steady in Q2 2026 at 11,500 shares worth $290K. The position accounts for 0.02% of the portfolio, ranked #242.

Journey Advisory Group first reported a position in IBDT in Q1 2024 and has held it in 10 quarters since. The position peaked at $371K in Q1 2024. 436 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Journey Advisory Group held 11,500 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $290K as of Q2 2026.
Journey Advisory Group left its iShares iBonds Dec 2028 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.02% of Journey Advisory Group's portfolio in Q2 2026, its #242 holding.
Journey Advisory Group first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
Journey Advisory Group's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $371K in Q1 2024.
436 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.