Patriot Investment Management Group’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Patriot Investment Management Group’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	$346K	Sell	13,693 -390	-3%	-$9.85K	0.02%	194
2026 Q1	$357K	Hold	14,083	–	–	0.02%	186
2025 Q4	$358K	Buy	14,083 +395	+3%	+$10.1K	0.02%	186
2025 Q3	$349K	Buy	13,688 +3,160	+30%	+$80.3K	0.02%	190
2025 Q2	$268K	Hold	10,528	–	–	0.02%	214
2025 Q1	$266K	Buy	10,528 +805	+8%	+$20.2K	0.02%	205
2024 Q4	$242K	Buy	+9,723	New	+$244K	0.02%	212

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

Patriot Investment Management Group's IBDT Position: Q2 2026 in Review

Patriot Investment Management Group reduced its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 2.8% in Q2 2026, selling an estimated $9.85K and leaving 13,693 shares worth $346K. The position accounts for 0.02% of the portfolio, ranked #194.

Patriot Investment Management Group first reported a position in IBDT in Q4 2024 and has held it in 7 quarters since. The position peaked at $358K in Q4 2025. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Patriot Investment Management Group held 13,693 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $346K as of Q2 2026.
Patriot Investment Management Group sold 390 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $9.85K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.02% of Patriot Investment Management Group's portfolio in Q2 2026, its #194 holding.
Patriot Investment Management Group first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
Patriot Investment Management Group's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $358K in Q4 2025.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.