Laurel Wealth Advisors (North Carolina)’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	$4.57M	Buy	181,149 +8,460	+5%	+$214K	0.44%	46
2026 Q1	$4.36M	Buy	172,689 +9,199	+6%	+$234K	0.43%	49
2025 Q4	$4.16M	Buy	163,490 +11,163	+7%	+$284K	0.55%	46
2025 Q3	$3.89M	Buy	152,327 +9,333	+7%	+$237K	0.54%	52
2025 Q2	$3.63M	Buy	142,994 +5,713	+4%	+$144K	0.54%	51
2025 Q1	$3.47M	Buy	137,281 +6,878	+5%	+$172K	0.54%	48
2024 Q4	$3.25M	Buy	130,403 +22,975	+21%	+$577K	0.51%	50
2024 Q3	$2.74M	Buy	107,428 +13,600	+14%	+$343K	0.44%	62
2024 Q2	$2.32M	Buy	93,828 +19,655	+26%	+$485K	0.4%	67
2024 Q1	$1.85M	Buy	74,173 +21,773	+42%	+$542K	0.32%	74
2023 Q4	$1.31M	Buy	52,400 +37,850	+260%	+$919K	0.25%	85
2023 Q3	$350K	Buy	14,550 +11,650	+402%	+$283K	0.07%	132
2023 Q2	$71K	Hold	2,900	–	–	0.01%	253
2023 Q1	$72.3K	Buy	2,900 +2,500	+625%	+$61.7K	0.02%	252
2022 Q4	$9.72K	Buy	+400	New	+$9.64K	﹤0.01%	384

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

Laurel Wealth Advisors (North Carolina)'s IBDT Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 4.9% in Q2 2026, buying an estimated $214K and bringing the position to 181,149 shares worth $4.57M. The position accounts for 0.44% of the portfolio, ranked #46.

Laurel Wealth Advisors (North Carolina) first reported a position in IBDT in Q4 2022 and has held it in 15 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Laurel Wealth Advisors (North Carolina) held 181,149 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $4.57M as of Q2 2026.
Laurel Wealth Advisors (North Carolina) bought 8,460 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $214K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.44% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #46 holding.
Laurel Wealth Advisors (North Carolina) first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2022 and has held it in 15 quarters since.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.