MML Investors Services
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MML Investors Services’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

MML Investors Services’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 		$765K Buy
30,298
+3,159
+12% +$79.8K ﹤0.01% 2187
2026
Q1 		$687K Sell
27,139
-1,911
-7% -$48.6K ﹤0.01% 2018
2025
Q4 		$739K Buy
29,050
+523
+2% +$13.3K ﹤0.01% 1999
2025
Q3 		$728K Buy
28,527
+3,401
+14% +$86.4K ﹤0.01% 1930
2025
Q2 		$639K Buy
25,126
+3,853
+18% +$97.1K ﹤0.01% 1935
2025
Q1 		$537K Buy
21,273
+3,479
+20% +$87.2K ﹤0.01% 1939
2024
Q4 		$443K Buy
17,794
+888
+5% +$22.3K ﹤0.01% 1998
2024
Q3 		$432K Buy
16,906
+6,935
+70% +$175K ﹤0.01% 1952
2024
Q2 		$247K Sell
9,971
-1,303
-12% -$32.1K ﹤0.01% 2212
2024
Q1 		$281K Buy
+11,274
New +$281K ﹤0.01% 2150

Other funds holding IBDT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lido Advisors
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
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MML Investors Services's IBDT Position: Q2 2026 in Review

MML Investors Services increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 12% in Q2 2026, buying an estimated $79.8K and bringing the position to 30,298 shares worth $765K. The position accounts for ﹤0.01% of the portfolio, ranked #2187.

MML Investors Services 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.

  • MML Investors Services held 30,298 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $765K as of Q2 2026.
  • MML Investors Services bought 3,159 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $79.8K.
  • iShares iBonds Dec 2028 Term Corporate ETF made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #2187 holding.
  • MML Investors Services 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 MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.