LifePlan Financial’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

LifePlan Financial’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	$2.9M	Buy	114,917 +2,340	+2%	+$59.1K	2.03%	8
2026 Q1	$2.85M	Buy	112,577 +7,370	+7%	+$187K	2.11%	8
2025 Q4	$2.68M	Buy	105,207 +862	+0.8%	+$22K	2.05%	9
2025 Q3	$2.66M	Buy	104,345 +2,005	+2%	+$51K	2.11%	9
2025 Q2	$2.6M	Sell	102,340 -1,205	-1%	-$30.4K	2.16%	9
2025 Q1	$2.62M	Buy	103,545 +3,251	+3%	+$81.5K	2.28%	8
2024 Q4	$2.5M	Buy	100,294 +1,808	+2%	+$45.4K	2.21%	11
2024 Q3	$2.51M	Buy	98,486 +1,480	+2%	+$37.3K	2.16%	9
2024 Q2	$2.4M	Buy	97,006 +2,065	+2%	+$50.9K	2.21%	8
2024 Q1	$2.36M	Buy	94,941 +3,471	+4%	+$86.4K	2.17%	8
2023 Q4	$2.29M	Buy	+91,470	New	+$2.22M	2.3%	8

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

LifePlan Financial's IBDT Position: Q2 2026 in Review

LifePlan Financial increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 2.1% in Q2 2026, buying an estimated $59.1K and bringing the position to 114,917 shares worth $2.9M. The position accounts for 2.03% of the portfolio, ranked #8.

LifePlan Financial first reported a position in IBDT in Q4 2023 and has held it in 11 quarters since. 436 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

LifePlan Financial held 114,917 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $2.9M as of Q2 2026.
LifePlan Financial bought 2,340 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $59.1K.
iShares iBonds Dec 2028 Term Corporate ETF made up 2.03% of LifePlan Financial's portfolio in Q2 2026, its #8 holding.
LifePlan Financial first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
436 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on LifePlan Financial's 13F filing for Q2 2026, filed 21 Jul 2026.