MKT Advisors’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

MKT Advisors’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
2025 Q3	–	Sell	-7,962	Closed	-$201K	–	171
2025 Q2	$201K	Buy	+7,962	New	+$201K	0.08%	166
2025 Q1	–	Sell	-8,561	Closed	-$214K	–	144
2024 Q4	$214K	Sell	8,561 -1,385	-14%	-$34.8K	0.09%	139
2024 Q3	$253K	Sell	9,946 -988	-9%	-$24.9K	0.12%	128
2024 Q2	$271K	Buy	10,934 +359	+3%	+$8.85K	0.14%	118
2024 Q1	$259K	Buy	10,575 +248	+2%	+$6.17K	0.14%	117
2023 Q4	$257K	Buy	+10,327	New	+$251K	0.17%	116

Other funds holding IBDT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

VBFG

Vishria Bird Financial Group Memphis, Tennessee $510M AUM 12.05% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MKT Advisors's IBDT Position: Q3 2025 in Review

MKT Advisors sold out of iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q3 2025, closing a stake of 7,962 shares — an estimated $201K sold.

MKT Advisors first reported a position in IBDT in Q4 2023 and held it in 6 quarters. The position peaked at $271K in Q2 2024. 380 funds tracked by Wall St. Rank hold IBDT as of Q3 2025.

MKT Advisors reported no remaining iShares iBonds Dec 2028 Term Corporate ETF position as of Q3 2025 after selling out during the quarter.
MKT Advisors sold 7,962 iShares iBonds Dec 2028 Term Corporate ETF shares in Q3 2025, an estimated $201K.
MKT Advisors first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2023 and held it in 6 quarters.
MKT Advisors's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $271K in Q2 2024.
380 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q3 2025.

Based on MKT Advisors's 13F filing for Q3 2025, filed 17 Oct 2025.