Legacy Bridge’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Legacy Bridge’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	$48K	Hold	1,900	–	–	0.01%	210
2026 Q1	$48.1K	Hold	1,900	–	–	0.02%	199
2025 Q4	$48.4K	Hold	1,900	–	–	0.02%	197
2025 Q3	$48.5K	Hold	1,900	–	–	0.02%	198
2025 Q2	$48.3K	Hold	1,900	–	–	0.02%	186
2025 Q1	$48K	Hold	1,900	–	–	0.03%	182
2024 Q4	$47.3K	Hold	1,900	–	–	0.02%	191
2024 Q3	$48.5K	Hold	1,900	–	–	0.03%	197
2024 Q2	$47.1K	Hold	1,900	–	–	0.03%	187
2024 Q1	$47.3K	Hold	1,900	–	–	0.03%	196
2023 Q4	$47.7K	Buy	+1,900	New	+$46.1K	0.03%	190

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

Legacy Bridge's IBDT Position: Q2 2026 in Review

Legacy Bridge held its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) position steady in Q2 2026 at 1,900 shares worth $48K. The position accounts for 0.01% of the portfolio, ranked #210.

Legacy Bridge first reported a position in IBDT in Q4 2023 and has held it in 11 quarters since. The position peaked at $48.5K in Q3 2024. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Legacy Bridge held 1,900 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $48K as of Q2 2026.
Legacy Bridge left its iShares iBonds Dec 2028 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.01% of Legacy Bridge's portfolio in Q2 2026, its #210 holding.
Legacy Bridge first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
Legacy Bridge's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $48.5K in Q3 2024.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Legacy Bridge's 13F filing for Q2 2026, filed 13 Aug 2026.