M3 Advisory Group’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

M3 Advisory Group’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 Q3	$684K	Buy	+27,407	New	+$688K	0.34%	59

Other funds holding IBDT

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sound View Wealth Advisors Group Savannah, Georgia $1.62B AUM 19.49% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return

Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

M3 Advisory Group's IBDT Position: Q3 2026 in Review

M3 Advisory Group opened a new position in iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q3 2026: 27,407 shares worth $684K. The stake represents 0.34% of the portfolio and ranks #59 among its holdings.

353 funds tracked by Wall St. Rank hold IBDT as of Q3 2026.

M3 Advisory Group held 27,407 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $684K as of Q3 2026.
iShares iBonds Dec 2028 Term Corporate ETF was a new M3 Advisory Group position in Q3 2026.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.34% of M3 Advisory Group's portfolio in Q3 2026, its #59 holding.
353 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q3 2026.

Based on M3 Advisory Group's 13F filing for Q3 2026, filed 12 Nov 2026.