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Loring Wolcott & Coolidge Fiduciary Advisors’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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 		$202K Hold
8,000
– – ﹤0.01% 320
2026
Q1 		$202K Hold
8,000
– – ﹤0.01% 313
2025
Q4 		$204K Hold
8,000
– – ﹤0.01% 308
2025
Q3 		$204K Hold
8,000
– – ﹤0.01% 313
2025
Q2 		$203K Hold
8,000
– – ﹤0.01% 275
2025
Q1 		$201K Hold
8,000
– – ﹤0.01% 267
2024
Q4 		$200K Buy
+8,000
New +$201K ﹤0.01% 282

Other funds holding IBDT

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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's IBDT Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) position steady in Q2 2026 at 8,000 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #320.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in IBDT in Q4 2024 and has held it in 7 quarters since. The position peaked at $204K in Q3 2025. 295 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 8,000 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $202K as of Q2 2026.
  • Loring Wolcott & Coolidge Fiduciary Advisors left its iShares iBonds Dec 2028 Term Corporate ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2028 Term Corporate ETF made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #320 holding.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
  • Loring Wolcott & Coolidge Fiduciary Advisors's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $204K in Q3 2025.
  • 295 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.