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

MONECO 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
2026 Q2	$4.82M	Sell	190,785 -5,038	-3%	-$127K	0.29%	66
2026 Q1	$4.96M	Buy	195,823 +8,624	+5%	+$219K	0.38%	54
2025 Q4	$4.77M	Buy	187,199 +7,422	+4%	+$189K	0.38%	53
2025 Q3	$4.59M	Sell	179,777 -3,756	-2%	-$95.5K	0.38%	53
2025 Q2	$4.67M	Buy	183,533 +416	+0.2%	+$10.5K	0.43%	44
2025 Q1	$4.63M	Buy	183,117 +4,082	+2%	+$102K	0.48%	41
2024 Q4	$4.46M	Buy	179,035 +9,405	+6%	+$236K	0.47%	44
2024 Q3	$4.33M	Buy	169,630 +19,524	+13%	+$492K	0.54%	45
2024 Q2	$3.72M	Buy	150,106 +2,321	+2%	+$57.2K	0.55%	49
2024 Q1	$3.68M	Buy	147,785 +28,130	+24%	+$700K	0.58%	40
2023 Q4	$3M	Buy	119,655 +16,124	+16%	+$392K	0.57%	38
2023 Q3	$2.49M	Buy	103,531 +74	+0.1%	+$1.8K	0.68%	29
2023 Q2	$2.53M	Buy	103,457 +1,695	+2%	+$42K	0.69%	25
2023 Q1	$2.54M	Buy	+101,762	New	+$2.51M	0.75%	24

Other funds holding IBDT

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

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

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

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 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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

MONECO Advisors's IBDT Position: Q2 2026 in Review

MONECO Advisors reduced its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 2.6% in Q2 2026, selling an estimated $127K and leaving 190,785 shares worth $4.82M. The position accounts for 0.29% of the portfolio, ranked #66.

MONECO Advisors first reported a position in IBDT in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.96M in Q1 2026. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

MONECO Advisors held 190,785 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $4.82M as of Q2 2026.
MONECO Advisors sold 5,038 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $127K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.29% of MONECO Advisors's portfolio in Q2 2026, its #66 holding.
MONECO Advisors first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2023 and has held it in 14 quarters since.
MONECO Advisors's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $4.96M in Q1 2026.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.