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Noble Wealth Management PBC’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Noble Wealth Management PBC’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
2025
Q1 		$3.16K Hold
125
– – ﹤0.01% 465
2024
Q4 		$3.11K Buy
+125
New +$3.14K ﹤0.01% 423

Other funds holding IBDT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Noble Wealth Management PBC's IBDT Position: Q1 2025 in Review

Noble Wealth Management PBC held its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) position steady in Q1 2025 at 125 shares worth $3.16K. The position accounts for ﹤0.01% of the portfolio, ranked #465.

Noble Wealth Management PBC first reported a position in IBDT in Q4 2024 and has held it in 2 quarters since. 342 funds tracked by Wall St. Rank hold IBDT as of Q1 2025.

  • Noble Wealth Management PBC held 125 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $3.16K as of Q1 2025.
  • Noble Wealth Management PBC left its iShares iBonds Dec 2028 Term Corporate ETF share count unchanged in Q1 2025.
  • iShares iBonds Dec 2028 Term Corporate ETF made up ﹤0.01% of Noble Wealth Management PBC's portfolio in Q1 2025, its #465 holding.
  • Noble Wealth Management PBC first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2024 and has held it in 2 quarters since.
  • 342 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q1 2025.

Based on Noble Wealth Management PBC's 13F filing for Q1 2025, filed 15 Apr 2025.