New England Private Wealth Advisors’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

New England Private Wealth 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	$227K	Buy	9,040 +132	+1%	+$3.33K	0.02%	197
2026 Q1	$226K	Buy	8,908 +65	+0.7%	+$1.65K	0.03%	183
2025 Q4	$225K	Buy	8,843 +134	+2%	+$3.41K	0.03%	172
2025 Q3	$222K	Buy	8,709 +65	+0.8%	+$1.65K	0.03%	171
2025 Q2	$219K	Buy	8,644 +132	+2%	+$3.33K	0.03%	152
2025 Q1	$215K	Buy	8,512 +64	+0.8%	+$1.6K	0.03%	140
2024 Q4	$210K	Buy	+8,448	New	+$212K	0.03%	141

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

New England Private Wealth Advisors's IBDT Position: Q2 2026 in Review

New England Private Wealth Advisors increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 1.5% in Q2 2026, buying an estimated $3.33K and bringing the position to 9,040 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #197.

New England Private Wealth Advisors first reported a position in IBDT in Q4 2024 and has held it in 7 quarters since. 436 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

New England Private Wealth Advisors held 9,040 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $227K as of Q2 2026.
New England Private Wealth Advisors bought 132 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $3.33K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.02% of New England Private Wealth Advisors's portfolio in Q2 2026, its #197 holding.
New England Private Wealth Advisors first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
436 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.