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 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

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

MinichMacGregor Wealth Management's IBDT Position: Q2 2026 in Review

MinichMacGregor Wealth Management increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 2.6% in Q2 2026, buying an estimated $161K and bringing the position to 252,775 shares worth $6.38M. The position accounts for 0.97% of the portfolio, ranked #41.

MinichMacGregor Wealth Management first reported a position in IBDT in Q1 2024 and has held it in 10 quarters since. 436 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

MinichMacGregor Wealth Management held 252,775 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $6.38M as of Q2 2026.
MinichMacGregor Wealth Management bought 6,382 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $161K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.97% of MinichMacGregor Wealth Management's portfolio in Q2 2026, its #41 holding.
MinichMacGregor Wealth Management first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
436 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.