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Modern Wealth Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Modern 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 		$2.46M Sell
97,557
-147,738
-60% -$3.73M 0.03% 356
2026
Q1 		$6.19M Buy
245,295
+42,579
+21% +$1.08M 0.11% 180
2025
Q4 		$5.16M Buy
+202,716
New +$5.16M 0.09% 191

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

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

Modern Wealth Management reduced its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 60% in Q2 2026, selling an estimated $3.73M and leaving 97,557 shares worth $2.46M. The position accounts for 0.03% of the portfolio, ranked #356.

Modern Wealth Management first reported a position in IBDT in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.19M in Q1 2026. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

  • Modern Wealth Management held 97,557 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $2.46M as of Q2 2026.
  • Modern Wealth Management sold 147,738 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $3.73M.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 0.03% of Modern Wealth Management's portfolio in Q2 2026, its #356 holding.
  • Modern Wealth Management first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • Modern Wealth Management's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $6.19M in Q1 2026.
  • 435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.