Koshinski Asset Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Koshinski Asset Management’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	$324K	Buy	12,846 +981	+8%	+$24.8K	0.02%	584
2026 Q1	$301K	Buy	11,865 +2,716	+30%	+$69.1K	0.02%	575
2025 Q4	$233K	Buy	9,149 +1,094	+14%	+$27.9K	0.02%	635
2025 Q3	$206K	Buy	+8,055	New	+$205K	0.01%	684
2022 Q2	–	Sell	-2,673	Closed	-$70.4K	–	1216
2022 Q1	$70.4K	Buy	2,673 +61	+2%	+$1.66K	0.01%	969
2021 Q4	$73.9K	Buy	2,612 +15	+0.6%	+$426	0.01%	964
2021 Q3	$74.4K	Buy	+2,597	New	+$75.3K	0.01%	957

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

Koshinski Asset Management's IBDT Position: Q2 2026 in Review

Koshinski Asset Management increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 8.3% in Q2 2026, buying an estimated $24.8K and bringing the position to 12,846 shares worth $324K. The position accounts for 0.02% of the portfolio, ranked #584.

Koshinski Asset Management first reported a position in IBDT in Q3 2021 and has held it in 7 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Koshinski Asset Management held 12,846 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $324K as of Q2 2026.
Koshinski Asset Management bought 981 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $24.8K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.02% of Koshinski Asset Management's portfolio in Q2 2026, its #584 holding.
Koshinski Asset Management first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q3 2021 and has held it in 7 quarters since.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.