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

Nestegg 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 Q1	–	Sell	-9,908	Closed	-$252K	–	52
2025 Q4	$252K	Sell	9,908 -3,771	-28%	-$96.1K	0.22%	47
2025 Q3	$349K	Sell	13,679 -6,941	-34%	-$176K	0.31%	34
2025 Q2	$524K	Sell	20,620 -9,061	-31%	-$228K	0.5%	26
2025 Q1	$750K	Sell	29,681 -21,218	-42%	-$532K	0.8%	20
2024 Q4	$1.28M	Buy	+50,899	New	+$1.28M	1.29%	14

Other funds holding IBDT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Nestegg Advisors's IBDT Position: Q1 2026 in Review

Nestegg Advisors sold out of iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q1 2026, closing a stake of 9,908 shares — an estimated $252K sold.

Nestegg Advisors first reported a position in IBDT in Q4 2024 and held it in 5 quarters. The position peaked at $1.28M in Q4 2024. 421 funds tracked by Wall St. Rank hold IBDT as of Q1 2026.

Nestegg Advisors reported no remaining iShares iBonds Dec 2028 Term Corporate ETF position as of Q1 2026 after selling out during the quarter.
Nestegg Advisors sold 9,908 iShares iBonds Dec 2028 Term Corporate ETF shares in Q1 2026, an estimated $252K.
Nestegg Advisors first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2024 and held it in 5 quarters.
Nestegg Advisors's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $1.28M in Q4 2024.
421 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q1 2026.

Based on Nestegg Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.