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
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 $1.37T 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