Paradigm Strategies in Wealth Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Paradigm Strategies in 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 Q2	$2.25M	Sell	88,949 -12,747	-13%	-$322K	1.37%	14
2026 Q1	$2.58M	Sell	101,696 -7,929	-7%	-$202K	1.75%	14
2025 Q4	$2.79M	Sell	109,625 -12,425	-10%	-$317K	1.83%	13
2025 Q3	$3.11M	Sell	122,050 -6,774	-5%	-$172K	1.99%	13
2025 Q2	$3.27M	Sell	128,824 -3,648	-3%	-$91.9K	2.14%	13
2025 Q1	$3.35M	Sell	132,472 -10,494	-7%	-$263K	2.26%	12
2024 Q4	$3.56M	Sell	142,966 -18,190	-11%	-$457K	2.35%	11
2024 Q3	$4.11M	Sell	161,156 -76,914	-32%	-$1.94M	2.58%	9
2024 Q2	$5.9M	Sell	238,070 -8,021	-3%	-$198K	3.62%	7
2024 Q1	$6.13M	Sell	246,091 -92,679	-27%	-$2.31M	3.78%	7
2023 Q4	$8.5M	Sell	338,770 -38,607	-10%	-$938K	5.59%	6
2023 Q3	$9.07M	Buy	377,377 +38,814	+11%	+$944K	5.78%	7
2023 Q2	$8.29M	Buy	338,563 +65,052	+24%	+$1.61M	5.61%	8
2023 Q1	$6.82M	Buy	+273,511	New	+$6.75M	5.37%	8

Other funds holding IBDT

CAI

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

HPC

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

HCM

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

GWA

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

HCM

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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Paradigm Strategies in Wealth Management's IBDT Position: Q2 2026 in Review

Paradigm Strategies in Wealth Management reduced its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 13% in Q2 2026, selling an estimated $322K and leaving 88,949 shares worth $2.25M. The position accounts for 1.37% of the portfolio, ranked #14.

Paradigm Strategies in Wealth Management first reported a position in IBDT in Q1 2023 and has held it in 14 quarters since. The position peaked at $9.07M in Q3 2023. 151 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Paradigm Strategies in Wealth Management held 88,949 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $2.25M as of Q2 2026.
Paradigm Strategies in Wealth Management sold 12,747 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $322K.
iShares iBonds Dec 2028 Term Corporate ETF made up 1.37% of Paradigm Strategies in Wealth Management's portfolio in Q2 2026, its #14 holding.
Paradigm Strategies in Wealth Management first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2023 and has held it in 14 quarters since.
Paradigm Strategies in Wealth Management's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $9.07M in Q3 2023.
151 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.