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Miller Global Investments’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Miller Global Investments’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 		$50.4K Sell
1,995
-800
-29% -$20.2K 0.04% 187
2026
Q1 		$70.8K Buy
+2,795
New +$71.1K 0.06% 167

Other funds holding IBDT

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Miller Global Investments's IBDT Position: Q2 2026 in Review

Miller Global Investments reduced its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 29% in Q2 2026, selling an estimated $20.2K and leaving 1,995 shares worth $50.4K. The position accounts for 0.04% of the portfolio, ranked #187.

Miller Global Investments first reported a position in IBDT in Q1 2026 and has held it in 2 quarters since. The position peaked at $70.8K in Q1 2026. 268 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

  • Miller Global Investments held 1,995 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $50.4K as of Q2 2026.
  • Miller Global Investments sold 800 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $20.2K.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 0.04% of Miller Global Investments's portfolio in Q2 2026, its #187 holding.
  • Miller Global Investments first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2026 and has held it in 2 quarters since.
  • Miller Global Investments's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $70.8K in Q1 2026.
  • 268 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Miller Global Investments's 13F filing for Q2 2026, filed 1 Jul 2026.