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Kesler Norman & Wride’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Kesler Norman & Wride’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 		$3.26M Sell
129,186
-7,967
-6% -$201K 0.52% 57
2026
Q1 		$3.47M Buy
137,153
+3,689
+3% +$93.8K 0.6% 56
2025
Q4 		$3.4M Buy
133,464
+66,400
+99% +$1.69M 0.58% 54
2025
Q3 		$1.67M Sell
67,064
-57,318
-46% -$1.46M 0.33% 70
2025
Q2 		$3.16M Buy
124,382
+545
+0.4% +$13.7K 0.56% 54
2025
Q1 		$3.13M Buy
123,837
+56,773
+85% +$1.42M 0.6% 54
2024
Q4 		$1.67M Sell
67,064
-18,639
-22% -$468K 0.36% 65
2024
Q3 		$2.19M Buy
85,703
+372
+0.4% +$9.38K 0.43% 60
2024
Q2 		$2.11M Sell
85,331
-15,796
-16% -$389K 0.45% 69
2024
Q1 		$2.52M Buy
101,127
+4,094
+4% +$102K 0.53% 61
2023
Q4 		$2.43M Buy
97,033
+56,978
+142% +$1.38M 0.56% 56
2023
Q3 		$963K Sell
40,055
-18,939
-32% -$461K 0.24% 103
2023
Q2 		$1.45M Sell
58,994
-2,132
-3% -$52.8K 0.35% 87
2023
Q1 		$1.52M Sell
61,126
-1,009
-2% -$24.9K 0.38% 86
2022
Q4 		$1.51M Sell
62,135
-5,210
-8% -$126K 0.39% 85
2022
Q3 		$1.6M Sell
67,345
-4,895
-7% -$122K 0.45% 70
2022
Q2 		$1.8M Buy
72,240
+405
+0.6% +$10.3K 0.5% 69
2022
Q1 		$1.89M Buy
71,835
+353
+0.5% +$9.6K 0.42% 67
2021
Q4 		$2.02M Buy
71,482
+1,123
+2% +$31.9K 0.43% 68
2021
Q3 		$2.02M Buy
70,359
+3,546
+5% +$103K 0.48% 69
2021
Q2 		$1.95M Buy
66,813
+3,789
+6% +$108K 0.45% 70
2021
Q1 		$1.78M Buy
63,024
+5,453
+9% +$158K 0.44% 70
2020
Q4 		$1.7M Buy
+57,571
New +$1.68M 0.47% 66

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

Kesler Norman & Wride's IBDT Position: Q2 2026 in Review

Kesler Norman & Wride reduced its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 5.8% in Q2 2026, selling an estimated $201K and leaving 129,186 shares worth $3.26M. The position accounts for 0.52% of the portfolio, ranked #57.

Kesler Norman & Wride first reported a position in IBDT in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.47M in Q1 2026. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

  • Kesler Norman & Wride held 129,186 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $3.26M as of Q2 2026.
  • Kesler Norman & Wride sold 7,967 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $201K.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 0.52% of Kesler Norman & Wride's portfolio in Q2 2026, its #57 holding.
  • Kesler Norman & Wride first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2020 and has held it in 23 quarters since.
  • Kesler Norman & Wride's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $3.47M in Q1 2026.
  • 435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Kesler Norman & Wride's 13F filing for Q2 2026, filed 23 Jul 2026.