Phillip James Consulting’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Phillip James Consulting’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	$98.3K	Buy	+3,940	New	+$99K	0.07%	92

Other funds holding IBDT

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sound View Wealth Advisors Group Savannah, Georgia $1.62B AUM 19.49% 1-Year Est. Return

Summitry LLC Foster City, California $3.2B AUM 16.18% 1-Year Est. Return

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

Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return

Phillip James Consulting's IBDT Position: Q3 2026 in Review

Phillip James Consulting opened a new position in iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q3 2026: 3,940 shares worth $98.3K. The stake represents 0.07% of the portfolio and ranks #92 among its holdings.

420 funds tracked by Wall St. Rank hold IBDT as of Q3 2026.

Phillip James Consulting held 3,940 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $98.3K as of Q3 2026.
iShares iBonds Dec 2028 Term Corporate ETF was a new Phillip James Consulting position in Q3 2026.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.07% of Phillip James Consulting's portfolio in Q3 2026, its #92 holding.
420 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q3 2026.

Based on Phillip James Consulting's 13F filing for Q3 2026, filed 3 Nov 2026.