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

Klingman & 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 		$33.5M Buy
1,343,195
+48,308
+4% +$1.21M 1.39% 18
2026
Q2 		$32.7M Sell
1,294,887
-9,498
-0.7% -$240K 1.39% 20
2026
Q1 		$33M Buy
1,304,385
+37,530
+3% +$954K 1.58% 18
2025
Q4 		$32.2M Buy
1,266,855
+105,454
+9% +$2.69M 1.56% 17
2025
Q3 		$29.6M Buy
1,161,401
+47,883
+4% +$1.22M 1.5% 21
2025
Q2 		$28.3M Buy
1,113,518
+14,685
+1% +$370K 1.56% 19
2025
Q1 		$27.8M Buy
1,098,833
+11,649
+1% +$292K 1.7% 17
2024
Q4 		$27.1M Buy
1,087,184
+27,402
+3% +$688K 1.66% 16
2024
Q3 		$27.1M Buy
1,059,782
+2,391
+0.2% +$60.3K 1.68% 17
2024
Q2 		$26.2M Sell
1,057,391
-38,374
-4% -$946K 1.77% 15
2024
Q1 		$27.3M Buy
1,095,765
+22,849
+2% +$569K 1.89% 15
2023
Q4 		$26.9M Buy
1,072,916
+35,474
+3% +$862K 1.98% 13
2023
Q3 		$24.9M Buy
1,037,442
+24,320
+2% +$592K 2.02% 12
2023
Q2 		$24.8M Buy
1,013,122
+19,338
+2% +$479K 2% 13
2023
Q1 		$24.8M Buy
993,784
+50,713
+5% +$1.25M 2.13% 12
2022
Q4 		$22.9M Buy
943,071
+305,601
+48% +$7.36M 2.01% 17
2022
Q3 		$15.2M Buy
637,470
+158,203
+33% +$3.95M 1.49% 23
2022
Q2 		$12M Buy
+479,267
New +$12.1M 1.17% 22

Other funds holding IBDT

Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
TABR Capital Management
TABR Capital Management Orange, California $136M AUM 24.56% 1-Year Est. Return
Windsor Capital Management
Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return
Novem Group
Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return
Ironwood Financial
Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
InvesTrust
InvesTrust Oklahoma City, Oklahoma $247M AUM 20.94% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return
PFG Private Wealth Management
PFG Private Wealth Management Lutz, Florida $236M AUM 9.86% 1-Year Est. Return

Klingman & Associates's IBDT Position: Q3 2026 in Review

Klingman & Associates increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 3.7% in Q3 2026, buying an estimated $1.21M and bringing the position to 1,343,195 shares worth $33.5M. The position accounts for 1.39% of the portfolio, ranked #18.

Klingman & Associates first reported a position in IBDT in Q2 2022 and has held it in 18 quarters since. 111 funds tracked by Wall St. Rank hold IBDT as of Q3 2026.

  • Klingman & Associates held 1,343,195 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $33.5M as of Q3 2026.
  • Klingman & Associates bought 48,308 iShares iBonds Dec 2028 Term Corporate ETF shares in Q3 2026, an estimated $1.21M.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 1.39% of Klingman & Associates's portfolio in Q3 2026, its #18 holding.
  • Klingman & Associates first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q2 2022 and has held it in 18 quarters since.
  • 111 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.