KPP Advisory Services’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$224K Buy
8,870
+900
+11% +$22.7K 0.03% 340
2026
Q1
$202K Buy
+7,970
New +$203K 0.03% 340

Other funds holding IBDT

KPP Advisory Services's IBDT Position: Q2 2026 in Review

KPP Advisory Services increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 11% in Q2 2026, buying an estimated $22.7K and bringing the position to 8,870 shares worth $224K. The position accounts for 0.03% of the portfolio, ranked #340.

KPP Advisory Services first reported a position in IBDT in Q1 2026 and has held it in 2 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

  • KPP Advisory Services held 8,870 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $224K as of Q2 2026.
  • KPP Advisory Services bought 900 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $22.7K.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 0.03% of KPP Advisory Services's portfolio in Q2 2026, its #340 holding.
  • KPP Advisory Services first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2026 and has held it in 2 quarters since.
  • 435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.