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McIlrath & Eck’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

McIlrath & Eck’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
Q1 		$165K Buy
6,515
+47
+0.7% +$1.2K 0.01% 289
2025
Q4 		$165K Buy
6,468
+4,040
+166% +$103K 0.02% 186
2025
Q3 		$62K Buy
2,428
+27
+1% +$686 0.01% 279
2025
Q2 		$61K Buy
+2,401
New +$60.5K 0.01% 278

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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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

McIlrath & Eck's IBDT Position: Q1 2026 in Review

McIlrath & Eck increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 0.73% in Q1 2026, buying an estimated $1.2K and bringing the position to 6,515 shares worth $165K. The position accounts for 0.01% of the portfolio, ranked #289.

McIlrath & Eck first reported a position in IBDT in Q2 2025 and has held it in 4 quarters since. 422 funds tracked by Wall St. Rank hold IBDT as of Q1 2026.

  • McIlrath & Eck held 6,515 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $165K as of Q1 2026.
  • McIlrath & Eck bought 47 iShares iBonds Dec 2028 Term Corporate ETF shares in Q1 2026, an estimated $1.2K.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 0.01% of McIlrath & Eck's portfolio in Q1 2026, its #289 holding.
  • McIlrath & Eck first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q2 2025 and has held it in 4 quarters since.
  • 422 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.