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

NewEdge 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 		$21.5M Buy
850,687
+65,623
+8% +$1.66M 0.06% 277
2026
Q1 		$19.9M Buy
785,064
+34,135
+5% +$868K 0.07% 260
2025
Q4 		$19.1M Buy
750,929
+552,205
+278% +$14.1M 0.07% 258
2025
Q3 		$5.07M Sell
198,724
-6,040
-3% -$154K 0.02% 621
2025
Q2 		$5.21M Sell
204,764
-22,542
-10% -$568K 0.03% 556
2025
Q1 		$5.74M Sell
227,306
-9,909
-4% -$248K 0.03% 466
2024
Q4 		$5.91M Buy
237,215
+41,554
+21% +$1.04M 0.04% 444
2024
Q3 		$5M Buy
195,661
+604
+0.3% +$15.2K 0.03% 469
2024
Q2 		$4.83M Sell
195,057
-23,511
-11% -$580K 0.04% 456
2024
Q1 		$5.44M Sell
218,568
-351,221
-62% -$8.74M 0.05% 366
2023
Q4 		$14.2M Buy
569,789
+391,480
+220% +$9.51M 0.13% 162
2023
Q3 		$4.28M Buy
178,309
+151,762
+572% +$3.69M 0.05% 360
2023
Q2 		$650K Buy
26,547
+2,313
+10% +$57.3K 0.01% 1059
2023
Q1 		$604K Sell
24,234
-248
-1% -$6.12K 0.01% 1027
2022
Q4 		$100K Buy
+24,482
New +$590K ﹤0.01% 1437

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

NewEdge Advisors's IBDT Position: Q2 2026 in Review

NewEdge Advisors increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 8.4% in Q2 2026, buying an estimated $1.66M and bringing the position to 850,687 shares worth $21.5M. The position accounts for 0.06% of the portfolio, ranked #277.

NewEdge Advisors first reported a position in IBDT in Q4 2022 and has held it in 15 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

  • NewEdge Advisors held 850,687 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $21.5M as of Q2 2026.
  • NewEdge Advisors bought 65,623 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $1.66M.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 0.06% of NewEdge Advisors's portfolio in Q2 2026, its #277 holding.
  • NewEdge Advisors first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2022 and has held it in 15 quarters since.
  • 435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.