One Plus One Wealth Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

One Plus One Wealth Management’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 Q3	$1.07M	Sell	42,993 -15,664	-27%	-$393K	0.45%	46
2026 Q2	$1.48M	Sell	58,657 -364	-0.6%	-$9.19K	0.64%	37
2026 Q1	$1.5M	Buy	59,021 +3,144	+6%	+$80K	0.63%	39
2025 Q4	$1.42M	Buy	55,877 +260	+0.5%	+$6.62K	0.66%	40
2025 Q3	$1.42M	Buy	+55,617	New	+$1.41M	0.69%	40

Other funds holding IBDT

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

TABR Capital Management Orange, California $136M AUM 24.56% 1-Year Est. Return

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return

Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

One Plus One Wealth Management's IBDT Position: Q3 2026 in Review

One Plus One Wealth Management reduced its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 27% in Q3 2026, selling an estimated $393K and leaving 42,993 shares worth $1.07M. The position accounts for 0.45% of the portfolio, ranked #46.

One Plus One Wealth Management first reported a position in IBDT in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.5M in Q1 2026. 150 funds tracked by Wall St. Rank hold IBDT as of Q3 2026.

One Plus One Wealth Management held 42,993 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $1.07M as of Q3 2026.
One Plus One Wealth Management sold 15,664 iShares iBonds Dec 2028 Term Corporate ETF shares in Q3 2026, an estimated $393K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.45% of One Plus One Wealth Management's portfolio in Q3 2026, its #46 holding.
One Plus One Wealth Management first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q3 2025 and has held it in 5 quarters since.
One Plus One Wealth Management's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $1.5M in Q1 2026.
150 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q3 2026.

Based on One Plus One Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.