Masso Torrence Wealth Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Masso Torrence Wealth Management’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
2025 Q3	$817K	Hold	31,995	–	–	0.34%	47
2025 Q2	$813K	Hold	31,995	–	–	0.38%	46
2025 Q1	$808K	Sell	31,995 -22,129	-41%	-$554K	0.43%	45
2024 Q4	$1.35M	Buy	54,124 +8,281	+18%	+$208K	0.71%	30
2024 Q3	$1.17M	Sell	45,843 -15	-0%	-$378	0.63%	31
2024 Q2	$1.14M	Buy	45,858 +1,665	+4%	+$41K	0.63%	35
2024 Q1	$1.1M	Buy	44,193 +6,662	+18%	+$166K	0.65%	37
2023 Q4	$942K	Buy	37,531 +15,420	+70%	+$374K	0.64%	36
2023 Q3	$531K	Buy	22,111 +685	+3%	+$16.7K	0.41%	52
2023 Q2	$525K	Buy	21,426 +2,515	+13%	+$62.3K	0.38%	53
2023 Q1	$472K	Buy	18,911 +1,140	+6%	+$28.1K	0.37%	57
2022 Q4	$432K	Buy	+17,771	New	+$428K	0.34%	59

Other funds holding IBDT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

VBFG

Vishria Bird Financial Group Memphis, Tennessee $510M AUM 12.05% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Masso Torrence Wealth Management's IBDT Position: Q3 2025 in Review

Masso Torrence Wealth Management held its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) position steady in Q3 2025 at 31,995 shares worth $817K. The position accounts for 0.34% of the portfolio, ranked #47.

Masso Torrence Wealth Management first reported a position in IBDT in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.35M in Q4 2024. 379 funds tracked by Wall St. Rank hold IBDT as of Q3 2025.

Masso Torrence Wealth Management held 31,995 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $817K as of Q3 2025.
Masso Torrence Wealth Management left its iShares iBonds Dec 2028 Term Corporate ETF share count unchanged in Q3 2025.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.34% of Masso Torrence Wealth Management's portfolio in Q3 2025, its #47 holding.
Masso Torrence Wealth Management first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2022 and has held it in 12 quarters since.
Masso Torrence Wealth Management's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $1.35M in Q4 2024.
379 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q3 2025.

Based on Masso Torrence Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.