Next Level Wealth Planning’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Next Level Wealth Planning’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	$246K	Buy	+9,719	New	+$247K	0.13%	62

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 $6.8B AUM 26.96% 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

Next Level Wealth Planning's IBDT Position: Q1 2026 in Review

Next Level Wealth Planning opened a new position in iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q1 2026: 9,719 shares worth $246K. The stake represents 0.13% of the portfolio and ranks #62 among its holdings.

421 funds tracked by Wall St. Rank hold IBDT as of Q1 2026.

Next Level Wealth Planning held 9,719 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $246K as of Q1 2026.
iShares iBonds Dec 2028 Term Corporate ETF was a new Next Level Wealth Planning position in Q1 2026.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.13% of Next Level Wealth Planning's portfolio in Q1 2026, its #62 holding.
421 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q1 2026.

Based on Next Level Wealth Planning's 13F filing for Q1 2026, filed 21 Apr 2026.