Neuberger Berman Group’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Neuberger Berman Group’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	$1.18M	Buy	46,763 +2,792	+6%	+$70.5K	﹤0.01%	1476
2026 Q1	$1.11M	Hold	43,971	–	–	﹤0.01%	1370
2025 Q4	$1.12M	Buy	43,971 +11,400	+35%	+$290K	﹤0.01%	1363
2025 Q3	$831K	Buy	32,571 +7,850	+32%	+$200K	﹤0.01%	1421
2025 Q2	$628K	Sell	24,721 -2,610	-10%	-$65.8K	﹤0.01%	1513
2025 Q1	$690K	Hold	27,331	–	–	﹤0.01%	1448
2024 Q4	$681K	Hold	27,331	–	–	﹤0.01%	1431
2024 Q3	$698K	Hold	27,331	–	–	﹤0.01%	1411
2024 Q2	$677K	Buy	27,331 +1,196	+5%	+$29.5K	﹤0.01%	1394
2024 Q1	$651K	Buy	+26,135	New	+$650K	﹤0.01%	1409

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

Neuberger Berman Group's IBDT Position: Q2 2026 in Review

Neuberger Berman Group increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 6.3% in Q2 2026, buying an estimated $70.5K and bringing the position to 46,763 shares worth $1.18M. The position accounts for ﹤0.01% of the portfolio, ranked #1476.

Neuberger Berman Group first reported a position in IBDT in Q1 2024 and has held it in 10 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Neuberger Berman Group held 46,763 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $1.18M as of Q2 2026.
Neuberger Berman Group bought 2,792 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $70.5K.
iShares iBonds Dec 2028 Term Corporate ETF made up ﹤0.01% of Neuberger Berman Group's portfolio in Q2 2026, its #1476 holding.
Neuberger Berman Group first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Neuberger Berman Group's 13F filing for Q2 2026, filed 13 Aug 2026.