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Knights of Columbus Asset Advisors’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Knights of Columbus Asset Advisors’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 		– Sell
-2,880
Closed -$73K – 408
2026
Q1 		$73K Hold
2,880
– – ﹤0.01% 370
2025
Q4 		$73.3K Hold
2,880
– – ﹤0.01% 367
2025
Q3 		$73.5K Hold
2,880
– – ﹤0.01% 348
2025
Q2 		$73.2K Hold
2,880
– – ﹤0.01% 336
2025
Q1 		$72.7K Hold
2,880
– – 0.01% 324
2024
Q4 		$71.7K Hold
2,880
– – ﹤0.01% 328
2024
Q3 		$73.5K Hold
2,880
– – ﹤0.01% 342
2024
Q2 		$71.3K Hold
2,880
– – ﹤0.01% 366
2024
Q1 		$71.7K Hold
2,880
– – 0.01% 349
2023
Q4 		$72.3K Hold
2,880
– – ﹤0.01% 357
2023
Q3 		$69.2K Hold
2,880
– – 0.01% 355
2023
Q2 		$70.6K Hold
2,880
– – 0.01% 355
2023
Q1 		$71.8K Hold
2,880
– – 0.01% 343
2022
Q4 		$70K Hold
2,880
– – 0.01% 327
2022
Q3 		$69K Hold
2,880
– – 0.01% 308
2022
Q2 		$72K Hold
2,880
– – 0.01% 307
2022
Q1 		$76K Hold
2,880
– – 0.01% 300
2021
Q4 		$81K Hold
2,880
– – 0.01% 299
2021
Q3 		$83K Hold
2,880
– – 0.01% 294
2021
Q2 		$83K Hold
2,880
– – 0.01% 292
2021
Q1 		$82K Hold
2,880
– – 0.01% 313
2020
Q4 		$85K Hold
2,880
– – 0.01% 308
2020
Q3 		$84K Hold
2,880
– – 0.01% 301
2020
Q2 		$83K Buy
2,880
+110
+4% +$3.06K 0.01% 311
2020
Q1 		$73K Sell
2,770
-500
-15% -$13.8K 0.01% 351
2019
Q4 		$91K Buy
+3,270
New +$90.6K 0.01% 377

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

Knights of Columbus Asset Advisors's IBDT Position: Q2 2026 in Review

Knights of Columbus Asset Advisors sold out of iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q2 2026, closing a stake of 2,880 shares — an estimated $73K sold.

Knights of Columbus Asset Advisors first reported a position in IBDT in Q4 2019 and held it in 26 quarters. The position peaked at $91K in Q4 2019. 436 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

  • Knights of Columbus Asset Advisors reported no remaining iShares iBonds Dec 2028 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
  • Knights of Columbus Asset Advisors sold 2,880 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $73K.
  • Knights of Columbus Asset Advisors first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2019 and held it in 26 quarters.
  • Knights of Columbus Asset Advisors's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $91K in Q4 2019.
  • 436 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Knights of Columbus Asset Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.