LHC
IBDT icon

Little House Capital’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Little House Capital’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 		$748K Buy
29,639
+737
+3% +$18.6K 0.17% 98
2026
Q1 		$732K Sell
28,902
-4,605
-14% -$117K 0.19% 97
2025
Q4 		$853K Sell
33,507
-3,916
-10% -$99.8K 0.21% 88
2025
Q3 		$955K Buy
37,423
+830
+2% +$21.1K 0.22% 94
2025
Q2 		$930K Sell
36,593
-395
-1% -$9.95K 0.23% 91
2025
Q1 		$934K Sell
36,988
-5
-0% -$125 0.26% 90
2024
Q4 		$921K Sell
36,993
-5,643
-13% -$142K 0.26% 72
2024
Q3 		$1.09M Buy
42,636
+1,425
+3% +$35.9K 0.31% 74
2024
Q2 		$1.02M Sell
41,211
-1,566
-4% -$38.6K 0.32% 70
2024
Q1 		$1.07M Sell
42,777
-7,132
-14% -$178K 0.35% 67
2023
Q4 		$1.25M Buy
49,909
+781
+2% +$19K 0.46% 60
2023
Q3 		$1.18M Buy
49,128
+4,990
+11% +$121K 0.48% 60
2023
Q2 		$1.08M Buy
44,138
+1,955
+5% +$48.4K 0.46% 63
2023
Q1 		$1.05M Buy
42,183
+1,331
+3% +$32.9K 0.5% 60
2022
Q4 		$992K Buy
40,852
+3,605
+10% +$86.9K 0.49% 54
2022
Q3 		$886K Buy
37,247
+2,762
+8% +$68.9K 0.47% 57
2022
Q2 		$861K Buy
34,485
+12,062
+54% +$306K 0.46% 60
2022
Q1 		$591K Sell
22,423
-3,618
-14% -$98.4K 0.3% 91
2021
Q4 		$737K Sell
26,041
-431
-2% -$12.3K 0.39% 76
2021
Q3 		$758K Sell
26,472
-530
-2% -$15.4K 0.44% 66
2021
Q2 		$780K Buy
+27,002
New +$773K 0.42% 73

Other funds holding IBDT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lido Advisors
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
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Little House Capital's IBDT Position: Q2 2026 in Review

Little House Capital increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 2.5% in Q2 2026, buying an estimated $18.6K and bringing the position to 29,639 shares worth $748K. The position accounts for 0.17% of the portfolio, ranked #98.

Little House Capital first reported a position in IBDT in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.25M in Q4 2023. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

  • Little House Capital held 29,639 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $748K as of Q2 2026.
  • Little House Capital bought 737 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $18.6K.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 0.17% of Little House Capital's portfolio in Q2 2026, its #98 holding.
  • Little House Capital first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q2 2021 and has held it in 21 quarters since.
  • Little House Capital's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $1.25M in Q4 2023.
  • 435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Little House Capital's 13F filing for Q2 2026, filed 7 Aug 2026.