One Day In July LLC’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

One Day In July LLC’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	$1.31M	Buy	+51,786	New	+$1.31M	0.09%	66

Other funds holding IBDT

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

One Day In July LLC's IBDT Position: Q2 2026 in Review

One Day In July LLC opened a new position in iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q2 2026: 51,786 shares worth $1.31M. The stake represents 0.09% of the portfolio and ranks #66 among its holdings.

237 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

One Day In July LLC held 51,786 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $1.31M as of Q2 2026.
iShares iBonds Dec 2028 Term Corporate ETF was a new One Day In July LLC position in Q2 2026.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.09% of One Day In July LLC's portfolio in Q2 2026, its #66 holding.
237 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on One Day In July LLC's 13F filing for Q2 2026, filed 3 Aug 2026.