Maryland Capital Advisors’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Maryland Capital Advisors’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	$21.8K	Buy	+865	New	+$21.8K	0.01%	180
2025 Q4	$18.7K	Hold	735	–	–	0.01%	183
2025 Q3	$18.8K	Hold	735	–	–	0.01%	174
2025 Q2	$18.7K	Hold	735	–	–	0.01%	169
2025 Q1	$18.6K	Buy	+735	New	+$18.4K	0.01%	158

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

Maryland Capital Advisors's IBDT Position: Q2 2026 in Review

Maryland Capital Advisors opened a new position in iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q2 2026: 865 shares worth $21.8K. The stake represents 0.01% of the portfolio and ranks #180 among its holdings. This is a return to the name: Maryland Capital Advisors previously reported a position in IBDT as recently as Q4 2025.

Maryland Capital Advisors first reported a position in IBDT in Q1 2025 and has held it in 5 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Maryland Capital Advisors held 865 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $21.8K as of Q2 2026.
iShares iBonds Dec 2028 Term Corporate ETF was a new Maryland Capital Advisors position in Q2 2026.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.01% of Maryland Capital Advisors's portfolio in Q2 2026, its #180 holding.
Maryland Capital Advisors first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2025 and has held it in 5 quarters since.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Maryland Capital Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.