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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
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

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

Klingman & Associates's IBDT Position: Q2 2026 in Review

Klingman & Associates reduced its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 0.73% in Q2 2026, selling an estimated $240K and leaving 1,294,887 shares worth $32.7M. The position accounts for 1.39% of the portfolio, ranked #20.

Klingman & Associates first reported a position in IBDT in Q2 2022 and has held it in 17 quarters since. The position peaked at $33M in Q1 2026. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

  • Klingman & Associates held 1,294,887 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $32.7M as of Q2 2026.
  • Klingman & Associates sold 9,498 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $240K.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 1.39% of Klingman & Associates's portfolio in Q2 2026, its #20 holding.
  • Klingman & Associates first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q2 2022 and has held it in 17 quarters since.
  • Klingman & Associates's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $33M in Q1 2026.
  • 435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.