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Pacifica Partners’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Pacifica Partners’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
Q3 		– Sell
-807
Closed -$20.5K – 524
2025
Q2 		$20.5K Buy
+807
New +$20.3K 0.01% 281

Other funds holding IBDT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
VBFG
Vishria Bird Financial Group Memphis, Tennessee $510M AUM 12.05% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Pacifica Partners's IBDT Position: Q3 2025 in Review

Pacifica Partners sold out of iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q3 2025, closing a stake of 807 shares — an estimated $20.5K sold.

Pacifica Partners first reported a position in IBDT in Q2 2025 and held it in 1 quarter. The position peaked at $20.5K in Q2 2025. 382 funds tracked by Wall St. Rank hold IBDT as of Q3 2025.

  • Pacifica Partners reported no remaining iShares iBonds Dec 2028 Term Corporate ETF position as of Q3 2025 after selling out during the quarter.
  • Pacifica Partners sold 807 iShares iBonds Dec 2028 Term Corporate ETF shares in Q3 2025, an estimated $20.5K.
  • Pacifica Partners first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q2 2025 and held it in 1 quarter.
  • Pacifica Partners's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $20.5K in Q2 2025.
  • 382 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q3 2025.

Based on Pacifica Partners's 13F filing for Q3 2025, filed 9 Oct 2025.