MWM
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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return