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Kozak & Associates’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Kozak & 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
2025
Q4 		– Sell
-536
Closed -$13.6K – 448
2025
Q3 		$13.6K Buy
+536
New +$13.6K ﹤0.01% 224

Other funds holding IBDT

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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

Kozak & Associates's IBDT Position: Q4 2025 in Review

Kozak & Associates sold out of iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q4 2025, closing a stake of 536 shares — an estimated $13.6K sold.

Kozak & Associates first reported a position in IBDT in Q3 2025 and held it in 1 quarter. The position peaked at $13.6K in Q3 2025. 413 funds tracked by Wall St. Rank hold IBDT as of Q4 2025.

  • Kozak & Associates reported no remaining iShares iBonds Dec 2028 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Kozak & Associates sold 536 iShares iBonds Dec 2028 Term Corporate ETF shares in Q4 2025, an estimated $13.6K.
  • Kozak & Associates first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q3 2025 and held it in 1 quarter.
  • Kozak & Associates's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $13.6K in Q3 2025.
  • 413 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q4 2025.

Based on Kozak & Associates's 13F filing for Q4 2025, filed 12 Jan 2026.