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 Q3	$328K	Hold	13,139	–	–	0.14%	37
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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sound View Wealth Advisors Group Savannah, Georgia $1.62B AUM 19.49% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return

Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

Koesten Hirschmann & Crabtree's IBDT Position: Q3 2026 in Review

Koesten Hirschmann & Crabtree held its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) position steady in Q3 2026 at 13,139 shares worth $328K. The position accounts for 0.14% of the portfolio, ranked #37.

Koesten Hirschmann & Crabtree first reported a position in IBDT in Q4 2023 and has held it in 10 quarters since. The position peaked at $332K in Q2 2026. 339 funds tracked by Wall St. Rank hold IBDT as of Q3 2026.

Koesten Hirschmann & Crabtree held 13,139 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $328K as of Q3 2026.
Koesten Hirschmann & Crabtree left its iShares iBonds Dec 2028 Term Corporate ETF share count unchanged in Q3 2026.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.14% of Koesten Hirschmann & Crabtree's portfolio in Q3 2026, its #37 holding.
Koesten Hirschmann & Crabtree first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2023 and has held it in 10 quarters since.
Koesten Hirschmann & Crabtree's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $332K in Q2 2026.
339 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q3 2026.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q3 2026, filed 13 Oct 2026.