MinichMacGregor Wealth Management
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MinichMacGregor Wealth Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

MinichMacGregor Wealth Management’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
Q3 		$6.52M Buy
261,311
+8,536
+3% +$214K 1.05% 39
2026
Q2 		$6.38M Buy
252,775
+6,382
+3% +$161K 0.97% 41
2026
Q1 		$6.24M Buy
246,393
+8,975
+4% +$228K 1.1% 40
2025
Q4 		$6.04M Buy
237,418
+6,459
+3% +$165K 1.1% 36
2025
Q3 		$5.89M Sell
230,959
-3,980
-2% -$101K 1.15% 33
2025
Q2 		$5.97M Sell
234,939
-2,542
-1% -$64.1K 1.28% 31
2025
Q1 		$6M Buy
237,481
+17,233
+8% +$432K 1.34% 30
2024
Q4 		$5.48M Buy
220,248
+6,167
+3% +$155K 1.14% 37
2024
Q3 		$5.47M Buy
214,081
+1,475
+0.7% +$37.2K 1.17% 37
2024
Q2 		$5.27M Buy
212,606
+4,851
+2% +$120K 1.29% 35
2024
Q1 		$5.13M Buy
+207,755
New +$5.17M 1.31% 36

Other funds holding IBDT

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
Woodmont Investment Counsel
Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return
Gratus Wealth Advisors
Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

MinichMacGregor Wealth Management's IBDT Position: Q3 2026 in Review

MinichMacGregor Wealth Management increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 3.4% in Q3 2026, buying an estimated $214K and bringing the position to 261,311 shares worth $6.52M. The position accounts for 1.05% of the portfolio, ranked #39.

MinichMacGregor Wealth Management first reported a position in IBDT in Q1 2024 and has held it in 11 quarters since. 247 funds tracked by Wall St. Rank hold IBDT as of Q3 2026.

  • MinichMacGregor Wealth Management held 261,311 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $6.52M as of Q3 2026.
  • MinichMacGregor Wealth Management bought 8,536 iShares iBonds Dec 2028 Term Corporate ETF shares in Q3 2026, an estimated $214K.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 1.05% of MinichMacGregor Wealth Management's portfolio in Q3 2026, its #39 holding.
  • MinichMacGregor Wealth Management first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2024 and has held it in 11 quarters since.
  • 247 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q3 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.