Lugano Financial Advisors SA (LFA)’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Lugano Financial Advisors SA (LFA)’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	$2.38M	Hold	94,311	–	–	1.43%	19
2026 Q1	$2.37M	Buy	94,311 +1,043	+1%	+$26.5K	1.21%	24
2025 Q4	$2.37M	Hold	93,268	–	–	1.23%	25
2025 Q3	$2.37M	Buy	93,268 +1,900	+2%	+$48.3K	1.25%	24
2025 Q2	$2.3M	Buy	91,368 +3,297	+4%	+$83.1K	1.37%	22
2025 Q1	$2.22M	Buy	88,071 +3,854	+5%	+$96.6K	1.51%	22
2024 Q4	$2.1M	Sell	84,217 -43,829	-34%	-$1.1M	1.37%	26
2024 Q3	$3.27M	Hold	128,046	–	–	2.22%	16
2024 Q2	$3.17M	Buy	128,046 +25,615	+25%	+$631K	2.42%	15
2024 Q1	$2.55M	Buy	102,431 +41,773	+69%	+$1.04M	1.86%	19
2023 Q4	$1.52M	Buy	+60,658	New	+$1.47M	1.2%	27

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

Lugano Financial Advisors SA (LFA)'s IBDT Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) held its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) position steady in Q2 2026 at 94,311 shares worth $2.38M. The position accounts for 1.43% of the portfolio, ranked #19.

Lugano Financial Advisors SA (LFA) first reported a position in IBDT in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.27M in Q3 2024. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Lugano Financial Advisors SA (LFA) held 94,311 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $2.38M as of Q2 2026.
Lugano Financial Advisors SA (LFA) left its iShares iBonds Dec 2028 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2028 Term Corporate ETF made up 1.43% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #19 holding.
Lugano Financial Advisors SA (LFA) first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
Lugano Financial Advisors SA (LFA)'s iShares iBonds Dec 2028 Term Corporate ETF position peaked at $3.27M in Q3 2024.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.