NBT Bank’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

NBT Bank’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
2025 Q4	–	Sell	-720	Closed	-$18.4K	–	833
2025 Q3	$18.4K	Buy	+720	New	+$18.3K	﹤0.01%	612

Other funds holding IBDT

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

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

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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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

NBT Bank's IBDT Position: Q4 2025 in Review

NBT Bank sold out of iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q4 2025, closing a stake of 720 shares — an estimated $18.4K sold.

NBT Bank first reported a position in IBDT in Q3 2025 and held it in 1 quarter. The position peaked at $18.4K in Q3 2025. 413 funds tracked by Wall St. Rank hold IBDT as of Q4 2025.

NBT Bank reported no remaining iShares iBonds Dec 2028 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
NBT Bank sold 720 iShares iBonds Dec 2028 Term Corporate ETF shares in Q4 2025, an estimated $18.4K.
NBT Bank first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q3 2025 and held it in 1 quarter.
NBT Bank's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $18.4K in Q3 2025.
413 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q4 2025.

Based on NBT Bank's 13F filing for Q4 2025, filed 23 Jan 2026.