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

Level Four Advisory Services’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 Q3	$362K	Buy	+14,502	New	+$364K	0.01%	700

Other funds holding IBDT

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sound View Wealth Advisors Group Savannah, Georgia $1.62B AUM 19.49% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return

Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

Level Four Advisory Services's IBDT Position: Q3 2026 in Review

Level Four Advisory Services opened a new position in iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q3 2026: 14,502 shares worth $362K. The stake represents 0.01% of the portfolio and ranks #700 among its holdings.

339 funds tracked by Wall St. Rank hold IBDT as of Q3 2026.

Level Four Advisory Services held 14,502 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $362K as of Q3 2026.
iShares iBonds Dec 2028 Term Corporate ETF was a new Level Four Advisory Services position in Q3 2026.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.01% of Level Four Advisory Services's portfolio in Q3 2026, its #700 holding.
339 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q3 2026.

Based on Level Four Advisory Services's 13F filing for Q3 2026, filed 6 Nov 2026.