Mosaic Family Wealth Partners’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Mosaic Family Wealth Partners’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	$783K	Buy	31,021 +5,066	+20%	+$128K	0.05%	237
2026 Q1	$657K	Buy	25,955 +11,247	+76%	+$286K	0.07%	152
2025 Q4	$374K	Buy	14,708 +575	+4%	+$14.6K	0.04%	174
2025 Q3	$361K	Buy	14,133 +3,402	+32%	+$86.5K	0.04%	169
2025 Q2	$273K	Buy	+10,731	New	+$270K	0.03%	189

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

Mosaic Family Wealth Partners's IBDT Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 20% in Q2 2026, buying an estimated $128K and bringing the position to 31,021 shares worth $783K. The position accounts for 0.05% of the portfolio, ranked #237.

Mosaic Family Wealth Partners first reported a position in IBDT in Q2 2025 and has held it in 5 quarters since. 436 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Mosaic Family Wealth Partners held 31,021 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $783K as of Q2 2026.
Mosaic Family Wealth Partners bought 5,066 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $128K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.05% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #237 holding.
Mosaic Family Wealth Partners first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
436 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.