Madden Advisory Services’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Madden Advisory Services’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	$3.88M	Sell	153,604 -14	-0%	-$354	1.39%	22
2026 Q1	$3.89M	Buy	153,618 +43,737	+40%	+$1.11M	1.53%	21
2025 Q4	$2.8M	Buy	109,881 +31,883	+41%	+$812K	1.12%	27
2025 Q3	$1.99M	Buy	77,998 +28,077	+56%	+$714K	0.77%	34
2025 Q2	$1.27M	Buy	49,921 +12,774	+34%	+$322K	0.54%	42
2025 Q1	$938K	Buy	37,147 +20,282	+120%	+$508K	0.44%	48
2024 Q4	$420K	Buy	16,865 +3,556	+27%	+$89.3K	0.2%	73
2024 Q3	$340K	Buy	+13,309	New	+$336K	0.16%	80

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

Madden Advisory Services's IBDT Position: Q2 2026 in Review

Madden Advisory Services reduced its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 0.01% in Q2 2026, selling an estimated $354 and leaving 153,604 shares worth $3.88M. The position accounts for 1.39% of the portfolio, ranked #22.

Madden Advisory Services first reported a position in IBDT in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.89M in Q1 2026. 436 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Madden Advisory Services held 153,604 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $3.88M as of Q2 2026.
Madden Advisory Services sold 14 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $354.
iShares iBonds Dec 2028 Term Corporate ETF made up 1.39% of Madden Advisory Services's portfolio in Q2 2026, its #22 holding.
Madden Advisory Services first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q3 2024 and has held it in 8 quarters since.
Madden Advisory Services's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $3.89M in Q1 2026.
436 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Madden Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.