Koesten Hirschmann & Crabtree’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Koesten Hirschmann & Crabtree’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	$332K	Buy	+13,139	New	+$332K	0.14%	36
2025 Q4	–	Sell	-5,140	Closed	-$131K	–	124
2025 Q3	$131K	Hold	5,140	–	–	0.06%	51
2025 Q2	$131K	Hold	5,140	–	–	0.07%	49
2025 Q1	$130K	Buy	5,140 +180	+4%	+$4.51K	0.07%	45
2024 Q4	$124K	Hold	4,960	–	–	0.07%	50
2024 Q3	$127K	Hold	4,960	–	–	0.07%	49
2024 Q2	$124K	Hold	4,960	–	–	0.08%	49
2024 Q1	$124K	Hold	4,960	–	–	0.08%	49
2023 Q4	$124K	Buy	+4,960	New	+$120K	0.09%	38

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

Koesten Hirschmann & Crabtree's IBDT Position: Q2 2026 in Review

Koesten Hirschmann & Crabtree opened a new position in iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q2 2026: 13,139 shares worth $332K. The stake represents 0.14% of the portfolio and ranks #36 among its holdings. This is a return to the name: Koesten Hirschmann & Crabtree previously reported a position in IBDT as recently as Q3 2025.

Koesten Hirschmann & Crabtree first reported a position in IBDT in Q4 2023 and has held it in 9 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Koesten Hirschmann & Crabtree held 13,139 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $332K as of Q2 2026.
iShares iBonds Dec 2028 Term Corporate ETF was a new Koesten Hirschmann & Crabtree position in Q2 2026.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.14% of Koesten Hirschmann & Crabtree's portfolio in Q2 2026, its #36 holding.
Koesten Hirschmann & Crabtree first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2023 and has held it in 9 quarters since.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q2 2026, filed 20 Jul 2026.