Maia Wealth’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Maia Wealth’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	–	Sell	-9,797	Closed	-$248K	–	368
2026 Q1	$248K	Buy	9,797 +2	+0%	+$51	0.04%	314
2025 Q4	$250K	Sell	9,795 -386	-4%	-$9.83K	0.04%	300
2025 Q3	$259K	Sell	10,181 -1,564	-13%	-$39.8K	0.04%	300
2025 Q2	$299K	Sell	11,745 -3,962	-25%	-$99.8K	0.06%	257
2025 Q1	$393K	Buy	+15,707	New	+$394K	0.09%	192

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

Maia Wealth's IBDT Position: Q2 2026 in Review

Maia Wealth sold out of iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q2 2026, closing a stake of 9,797 shares — an estimated $248K sold.

Maia Wealth first reported a position in IBDT in Q1 2025 and held it in 5 quarters. The position peaked at $393K in Q1 2025. 436 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Maia Wealth reported no remaining iShares iBonds Dec 2028 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
Maia Wealth sold 9,797 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $248K.
Maia Wealth first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2025 and held it in 5 quarters.
Maia Wealth's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $393K in Q1 2025.
436 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.