Midland Wealth Advisors’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Midland Wealth 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	$400K	Buy	15,838 +6,205	+64%	+$157K	0.02%	123
2026 Q1	$244K	Buy	9,633 +389	+4%	+$9.89K	0.01%	149
2025 Q4	$235K	Hold	9,244	–	–	0.01%	155
2025 Q3	$236K	Buy	9,244 +1,141	+14%	+$29K	0.01%	161
2025 Q2	$206K	Buy	+8,103	New	+$204K	0.01%	167

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

Midland Wealth Advisors's IBDT Position: Q2 2026 in Review

Midland Wealth Advisors increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 64% in Q2 2026, buying an estimated $157K and bringing the position to 15,838 shares worth $400K. The position accounts for 0.02% of the portfolio, ranked #123.

Midland Wealth Advisors 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.

Midland Wealth Advisors held 15,838 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $400K as of Q2 2026.
Midland Wealth Advisors bought 6,205 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $157K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.02% of Midland Wealth Advisors's portfolio in Q2 2026, its #123 holding.
Midland Wealth Advisors 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 Midland Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.