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

McGuire 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 		$14.1K Buy
560
+535
+2,140% +$13.5K 0.01% 376
2026
Q1 		$633 Sell
25
-44
-64% -$1.12K ﹤0.01% 768
2025
Q4 		$1.76K Buy
+69
New +$1.76K ﹤0.01% 703

Other funds holding IBDT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lido Advisors
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
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

McGuire Capital Advisors increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 2,140% in Q2 2026, buying an estimated $13.5K and bringing the position to 560 shares worth $14.1K. The position accounts for 0.01% of the portfolio, ranked #376.

McGuire Capital Advisors first reported a position in IBDT in Q4 2025 and has held it in 3 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

  • McGuire Capital Advisors held 560 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $14.1K as of Q2 2026.
  • McGuire Capital Advisors bought 535 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $13.5K.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 0.01% of McGuire Capital Advisors's portfolio in Q2 2026, its #376 holding.
  • McGuire Capital Advisors first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • 435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on McGuire Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.