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

Naples Global 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 		$331K Sell
13,095
-400
-3% -$10.1K 0.02% 399
2026
Q1 		$342K Sell
13,495
-145
-1% -$3.69K 0.02% 375
2025
Q4 		$347K Buy
13,640
+3,950
+41% +$101K 0.03% 369
2025
Q3 		$247K Buy
+9,690
New +$246K 0.02% 400

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

Naples Global Advisors's IBDT Position: Q2 2026 in Review

Naples Global Advisors reduced its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 3% in Q2 2026, selling an estimated $10.1K and leaving 13,095 shares worth $331K. The position accounts for 0.02% of the portfolio, ranked #399.

Naples Global Advisors first reported a position in IBDT in Q3 2025 and has held it in 4 quarters since. The position peaked at $347K in Q4 2025. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

  • Naples Global Advisors held 13,095 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $331K as of Q2 2026.
  • Naples Global Advisors sold 400 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $10.1K.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 0.02% of Naples Global Advisors's portfolio in Q2 2026, its #399 holding.
  • Naples Global Advisors first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q3 2025 and has held it in 4 quarters since.
  • Naples Global Advisors's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $347K in Q4 2025.
  • 435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.