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

OneDigital Investment 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	$4.91M	Sell	194,537 -26,363	-12%	-$666K	0.04%	309
2026 Q1	$5.6M	Sell	220,900 -4,570	-2%	-$116K	0.05%	261
2025 Q4	$5.74M	Buy	+225,470	New	+$5.74M	0.06%	252

Other funds holding IBDT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

OneDigital Investment Advisors's IBDT Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 12% in Q2 2026, selling an estimated $666K and leaving 194,537 shares worth $4.91M. The position accounts for 0.04% of the portfolio, ranked #309.

OneDigital Investment Advisors first reported a position in IBDT in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.74M in Q4 2025. 436 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

OneDigital Investment Advisors held 194,537 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $4.91M as of Q2 2026.
OneDigital Investment Advisors sold 26,363 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $666K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.04% of OneDigital Investment Advisors's portfolio in Q2 2026, its #309 holding.
OneDigital Investment Advisors first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
OneDigital Investment Advisors's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $5.74M in Q4 2025.
436 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.