Logan Capital Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Logan Capital Management’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	$6.79K	Buy	+269	New	+$6.79K	﹤0.01%	363
2025 Q4	–	Sell	-269	Closed	-$6.87K	–	356
2025 Q3	$6.87K	Buy	269 +21	+8%	+$534	﹤0.01%	368
2025 Q2	$6.3K	Hold	248	–	–	﹤0.01%	361
2025 Q1	$6.26K	Hold	248	–	–	﹤0.01%	441
2024 Q4	$6.17K	Hold	248	–	–	﹤0.01%	420
2024 Q3	$6.33K	Buy	+248	New	+$6.25K	﹤0.01%	413

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

Logan Capital Management's IBDT Position: Q2 2026 in Review

Logan Capital Management opened a new position in iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q2 2026: 269 shares worth $6.79K. The stake represents ﹤0.01% of the portfolio and ranks #363 among its holdings. This is a return to the name: Logan Capital Management previously reported a position in IBDT as recently as Q3 2025.

Logan Capital Management first reported a position in IBDT in Q3 2024 and has held it in 6 quarters since. The position peaked at $6.87K in Q3 2025. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Logan Capital Management held 269 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $6.79K as of Q2 2026.
iShares iBonds Dec 2028 Term Corporate ETF was a new Logan Capital Management position in Q2 2026.
iShares iBonds Dec 2028 Term Corporate ETF made up ﹤0.01% of Logan Capital Management's portfolio in Q2 2026, its #363 holding.
Logan Capital Management first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q3 2024 and has held it in 6 quarters since.
Logan Capital Management's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $6.87K in Q3 2025.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Logan Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.