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

Mutual 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	$483K	Buy	19,127 +179	+0.9%	+$4.52K	0.01%	955
2026 Q1	$480K	Sell	18,948 -1,885	-9%	-$47.9K	0.01%	901
2025 Q4	$530K	Sell	20,833 -55	-0.3%	-$1.4K	0.01%	848
2025 Q3	$534K	Buy	20,888 +45	+0.2%	+$1.14K	0.01%	826
2025 Q2	$528K	Sell	20,843 -1,033	-5%	-$26K	0.01%	755
2025 Q1	$553K	Buy	21,876 +44	+0.2%	+$1.1K	0.02%	672
2024 Q4	$545K	Buy	21,832 +410	+2%	+$10.3K	0.02%	671
2024 Q3	$540K	Buy	21,422 +43	+0.2%	+$1.08K	0.02%	675
2024 Q2	$535K	Sell	21,379 -1,316	-6%	-$32.4K	0.02%	671
2024 Q1	$565K	Buy	22,695 +2,625	+13%	+$65.3K	0.02%	656
2023 Q4	$504K	Buy	20,070 +11,134	+125%	+$270K	0.02%	654
2023 Q3	$215K	Hold	8,936	–	–	0.01%	895
2023 Q2	$219K	Sell	8,936 -33	-0.4%	-$817	0.01%	917
2023 Q1	$224K	Sell	8,969 -535	-6%	-$13.2K	0.01%	883
2022 Q4	$231K	Hold	9,504	–	–	0.01%	823
2022 Q3	$226K	Hold	9,504	–	–	0.01%	793
2022 Q2	$237K	Buy	+9,504	New	+$241K	0.02%	745

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

Mutual Advisors's IBDT Position: Q2 2026 in Review

Mutual Advisors increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 0.94% in Q2 2026, buying an estimated $4.52K and bringing the position to 19,127 shares worth $483K. The position accounts for 0.01% of the portfolio, ranked #955.

Mutual Advisors first reported a position in IBDT in Q2 2022 and has held it in 17 quarters since. The position peaked at $565K in Q1 2024. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Mutual Advisors held 19,127 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $483K as of Q2 2026.
Mutual Advisors bought 179 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $4.52K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #955 holding.
Mutual Advisors first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q2 2022 and has held it in 17 quarters since.
Mutual Advisors's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $565K in Q1 2024.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.