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

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

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. 436 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.
436 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.