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

LPL 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 		$73.1M Buy
2,896,388
+382,899
+15% +$9.67M 0.02% 832
2026
Q1 		$63.7M Buy
2,513,489
+248,583
+11% +$6.32M 0.02% 801
2025
Q4 		$57.7M Buy
2,264,906
+377,678
+20% +$9.62M 0.02% 813
2025
Q3 		$48.2M Buy
1,887,228
+125,906
+7% +$3.2M 0.01% 867
2025
Q2 		$44.8M Sell
1,761,322
-61,125
-3% -$1.54M 0.01% 815
2025
Q1 		$46M Buy
1,822,447
+200,796
+12% +$5.03M 0.02% 716
2024
Q4 		$40.4M Buy
1,621,651
+177,104
+12% +$4.45M 0.02% 756
2024
Q3 		$36.9M Buy
1,444,547
+112,196
+8% +$2.83M 0.02% 744
2024
Q2 		$33M Buy
1,332,351
+125,850
+10% +$3.1M 0.02% 740
2024
Q1 		$30M Buy
1,206,501
+212,632
+21% +$5.29M 0.02% 759
2023
Q4 		$24.9M Buy
993,869
+46,604
+5% +$1.13M 0.02% 783
2023
Q3 		$22.8M Buy
947,265
+294,691
+45% +$7.17M 0.02% 749
2023
Q2 		$16M Buy
652,574
+59,912
+10% +$1.48M 0.01% 887
2023
Q1 		$14.8M Buy
592,662
+104,146
+21% +$2.57M 0.01% 893
2022
Q4 		$11.9M Buy
488,516
+20,903
+4% +$504K 0.01% 934
2022
Q3 		$11.1M Buy
467,613
+262,266
+128% +$6.54M 0.01% 900
2022
Q2 		$5.13M Buy
205,347
+54,046
+36% +$1.37M ﹤0.01% 1380
2022
Q1 		$3.98M Buy
151,301
+19,707
+15% +$536K ﹤0.01% 1583
2021
Q4 		$3.72M Buy
131,594
+9,569
+8% +$272K ﹤0.01% 1645
2021
Q3 		$3.5M Buy
122,025
+40,335
+49% +$1.17M ﹤0.01% 1632
2021
Q2 		$2.36M Buy
81,690
+47,934
+142% +$1.37M ﹤0.01% 1839
2021
Q1 		$956K Buy
33,756
+9,419
+39% +$272K ﹤0.01% 2429
2020
Q4 		$719K Buy
24,337
+6,034
+33% +$177K ﹤0.01% 2446
2020
Q3 		$532K Buy
18,303
+8,440
+86% +$247K ﹤0.01% 2407
2020
Q2 		$284K Buy
+9,863
New +$274K ﹤0.01% 2871

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

LPL Financial's IBDT Position: Q2 2026 in Review

LPL Financial increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 15% in Q2 2026, buying an estimated $9.67M and bringing the position to 2,896,388 shares worth $73.1M. The position accounts for 0.02% of the portfolio, ranked #832.

LPL Financial first reported a position in IBDT in Q2 2020 and has held it in 25 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

  • LPL Financial held 2,896,388 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $73.1M as of Q2 2026.
  • LPL Financial bought 382,899 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $9.67M.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 0.02% of LPL Financial's portfolio in Q2 2026, its #832 holding.
  • LPL Financial first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q2 2020 and has held it in 25 quarters since.
  • 435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.