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

Merit 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	$8.27M	Buy	327,611 +40,680	+14%	+$1.03M	0.05%	301
2026 Q1	$7.27M	Buy	286,931 +67,182	+31%	+$1.71M	0.05%	300
2025 Q4	$5.59M	Buy	219,749 +44,661	+26%	+$1.14M	0.04%	339
2025 Q3	$4.47M	Buy	175,088 +32,753	+23%	+$832K	0.04%	339
2025 Q2	$3.62M	Buy	+142,335	New	+$3.59M	0.04%	351

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

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

Merit Financial Group increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 14% in Q2 2026, buying an estimated $1.03M and bringing the position to 327,611 shares worth $8.27M. The position accounts for 0.05% of the portfolio, ranked #301.

Merit Financial Group first reported a position in IBDT in Q2 2025 and has held it in 5 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Merit Financial Group held 327,611 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $8.27M as of Q2 2026.
Merit Financial Group bought 40,680 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $1.03M.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.05% of Merit Financial Group's portfolio in Q2 2026, its #301 holding.
Merit Financial Group first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q2 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 Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.