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Mendota Financial Group’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Mendota Financial Group’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 		$1.43M Buy
56,645
+20,282
+56% +$512K 0.89% 18
2026
Q1 		$921K Buy
36,363
+266
+0.7% +$6.76K 0.68% 21
2025
Q4 		$919K Buy
36,097
+547
+2% +$13.9K 0.67% 23
2025
Q3 		$907K Buy
+35,550
New +$904K 0.68% 22
2025
Q1 		– Sell
-26,416
Closed -$658K – 214
2024
Q4 		$658K Sell
26,416
-16,053
-38% -$403K 0.43% 23
2024
Q3 		$1.08M Buy
42,469
+7,328
+21% +$185K 0.52% 17
2024
Q2 		$870K Buy
35,141
+410
+1% +$10.1K 0.47% 21
2024
Q1 		$865K Buy
34,731
+12,233
+54% +$304K 0.51% 24
2023
Q4 		$564K Buy
+22,498
New +$546K 0.44% 34

Other funds holding IBDT

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return
I
InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Mendota Financial Group's IBDT Position: Q2 2026 in Review

Mendota Financial Group increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 56% in Q2 2026, buying an estimated $512K and bringing the position to 56,645 shares worth $1.43M. The position accounts for 0.89% of the portfolio, ranked #18.

Mendota Financial Group first reported a position in IBDT in Q4 2023 and has held it in 9 quarters since. 78 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

  • Mendota Financial Group held 56,645 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $1.43M as of Q2 2026.
  • Mendota Financial Group bought 20,282 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $512K.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 0.89% of Mendota Financial Group's portfolio in Q2 2026, its #18 holding.
  • Mendota Financial Group first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2023 and has held it in 9 quarters since.
  • 78 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Mendota Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.