Keystone Wealth Services’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Keystone Wealth Services’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	$263K	Sell	10,402 -317	-3%	-$8K	0.05%	273
2026 Q1	$272K	Sell	10,719 -105	-1%	-$2.67K	0.06%	256
2025 Q4	$276K	Sell	10,824 -496	-4%	-$12.6K	0.06%	204
2025 Q3	$289K	Sell	11,320 -1,488	-12%	-$37.8K	0.06%	248
2025 Q2	$326K	Buy	12,808 +88	+0.7%	+$2.22K	0.08%	222
2025 Q1	$321K	Sell	12,720 -2,225	-15%	-$55.8K	0.09%	197
2024 Q4	$372K	Sell	14,945 -314	-2%	-$7.89K	0.1%	179
2024 Q3	$390K	Sell	15,259 -1,854	-11%	-$46.7K	0.11%	171
2024 Q2	$424K	Sell	17,113 -3,624	-17%	-$89.3K	0.13%	141
2024 Q1	$516K	Sell	20,737 -3,782	-15%	-$94.1K	0.17%	125
2023 Q4	$615K	Buy	24,519 +188	+0.8%	+$4.57K	0.21%	104
2023 Q3	$585K	Sell	24,331 -1,251	-5%	-$30.4K	0.22%	99
2023 Q2	$627K	Buy	25,582 +7,070	+38%	+$175K	0.23%	95
2023 Q1	$462K	Buy	18,512 +4,801	+35%	+$119K	0.19%	121
2022 Q4	$333K	Buy	+13,711	New	+$330K	0.15%	134

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

Keystone Wealth Services's IBDT Position: Q2 2026 in Review

Keystone Wealth Services reduced its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 3% in Q2 2026, selling an estimated $8K and leaving 10,402 shares worth $263K. The position accounts for 0.05% of the portfolio, ranked #273.

Keystone Wealth Services first reported a position in IBDT in Q4 2022 and has held it in 15 quarters since. The position peaked at $627K in Q2 2023. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Keystone Wealth Services held 10,402 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $263K as of Q2 2026.
Keystone Wealth Services sold 317 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $8K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.05% of Keystone Wealth Services's portfolio in Q2 2026, its #273 holding.
Keystone Wealth Services first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2022 and has held it in 15 quarters since.
Keystone Wealth Services's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $627K in Q2 2023.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.