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

Littlejohn Financial 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 Q2	$3.21M	Buy	127,084 +1,929	+2%	+$48.7K	2.33%	9
2026 Q1	$3.17M	Sell	125,155 -5,011	-4%	-$127K	2.38%	9
2025 Q4	$3.31M	Buy	130,166 +8,705	+7%	+$222K	2.44%	11
2025 Q3	$3.1M	Sell	121,461 -281	-0.2%	-$7.14K	2.26%	9
2025 Q2	$3.09M	Buy	121,742 +3,039	+3%	+$76.6K	2.39%	11
2025 Q1	$3M	Buy	+118,703	New	+$2.97M	2.37%	11

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

Littlejohn Financial Services's IBDT Position: Q2 2026 in Review

Littlejohn Financial Services increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 1.5% in Q2 2026, buying an estimated $48.7K and bringing the position to 127,084 shares worth $3.21M. The position accounts for 2.33% of the portfolio, ranked #9.

Littlejohn Financial Services first reported a position in IBDT in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.31M in Q4 2025. 436 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Littlejohn Financial Services held 127,084 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $3.21M as of Q2 2026.
Littlejohn Financial Services bought 1,929 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $48.7K.
iShares iBonds Dec 2028 Term Corporate ETF made up 2.33% of Littlejohn Financial Services's portfolio in Q2 2026, its #9 holding.
Littlejohn Financial Services first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2025 and has held it in 6 quarters since.
Littlejohn Financial Services's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $3.31M in Q4 2025.
436 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Littlejohn Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.