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Moors & Cabot’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Moors & Cabot’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 		$411K Buy
16,261
+888
+6% +$22.4K 0.02% 630
2026
Q1 		$389K Buy
15,373
+2,298
+18% +$58.4K 0.02% 621
2025
Q4 		$333K Buy
13,075
+2,885
+28% +$73.5K 0.01% 651
2025
Q3 		$260K Buy
10,190
+1,288
+14% +$32.7K 0.01% 728
2025
Q2 		$226K Buy
+8,902
New +$224K 0.01% 757

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

Moors & Cabot's IBDT Position: Q2 2026 in Review

Moors & Cabot increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 5.8% in Q2 2026, buying an estimated $22.4K and bringing the position to 16,261 shares worth $411K. The position accounts for 0.02% of the portfolio, ranked #630.

Moors & Cabot first reported a position in IBDT in Q2 2025 and has held it in 5 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

  • Moors & Cabot held 16,261 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $411K as of Q2 2026.
  • Moors & Cabot bought 888 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $22.4K.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 0.02% of Moors & Cabot's portfolio in Q2 2026, its #630 holding.
  • Moors & Cabot first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
  • 435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.