Moisand Fitzgerald Tamayo’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Moisand Fitzgerald Tamayo’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 Q4	–	Sell	-105	Closed	-$2.68K	–	545
2025 Q3	$2.68K	Hold	105	–	–	﹤0.01%	488
2025 Q2	$2.67K	Hold	105	–	–	﹤0.01%	478
2025 Q1	$2.65K	Hold	105	–	–	﹤0.01%	478
2024 Q4	$2.62K	Hold	105	–	–	﹤0.01%	493
2024 Q3	$2.68K	Hold	105	–	–	﹤0.01%	503
2024 Q2	$2.6K	Hold	105	–	–	﹤0.01%	474
2024 Q1	$2.62K	Hold	105	–	–	﹤0.01%	470
2023 Q4	$2.63K	Hold	105	–	–	﹤0.01%	507
2023 Q3	$2.52K	Hold	105	–	–	﹤0.01%	525
2023 Q2	$2.57K	Hold	105	–	–	﹤0.01%	497
2023 Q1	$2.62K	Hold	105	–	–	﹤0.01%	505
2022 Q4	$2.55K	Hold	105	–	–	﹤0.01%	507
2022 Q3	$2K	Hold	105	–	–	﹤0.01%	508
2022 Q2	$3K	Buy	+105	New	+$2.66K	﹤0.01%	369
2022 Q1	–	Sell	-105	Closed	-$3K	–	570
2021 Q4	$3K	Hold	105	–	–	﹤0.01%	328
2021 Q3	$3K	Hold	105	–	–	﹤0.01%	317
2021 Q2	$3K	Sell	105 -41	-28%	-$1.17K	﹤0.01%	343
2021 Q1	$4K	Hold	146	–	–	﹤0.01%	277
2020 Q4	$4K	Hold	146	–	–	﹤0.01%	277
2020 Q3	$4K	Hold	146	–	–	﹤0.01%	257
2020 Q2	$4K	Buy	+146	New	+$4.06K	﹤0.01%	234

Other funds holding IBDT

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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

Moisand Fitzgerald Tamayo's IBDT Position: Q4 2025 in Review

Moisand Fitzgerald Tamayo sold out of iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q4 2025, closing a stake of 105 shares — an estimated $2.68K sold.

Moisand Fitzgerald Tamayo first reported a position in IBDT in Q2 2020 and held it in 21 quarters. The position peaked at $4K in Q1 2021. 413 funds tracked by Wall St. Rank hold IBDT as of Q4 2025.

Moisand Fitzgerald Tamayo reported no remaining iShares iBonds Dec 2028 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 105 iShares iBonds Dec 2028 Term Corporate ETF shares in Q4 2025, an estimated $2.68K.
Moisand Fitzgerald Tamayo first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q2 2020 and held it in 21 quarters.
Moisand Fitzgerald Tamayo's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $4K in Q1 2021.
413 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q4 2025.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2025, filed 14 Jan 2026.