Phillips Financial Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Phillips Financial 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	$190K	Hold	7,523	–	–	0.01%	210
2026 Q1	$191K	Hold	7,523	–	–	0.01%	196
2025 Q4	$191K	Hold	7,523	–	–	0.01%	206
2025 Q3	$192K	Hold	7,523	–	–	0.01%	214
2025 Q2	$191K	Hold	7,523	–	–	0.01%	186
2025 Q1	$190K	Hold	7,523	–	–	0.01%	180
2024 Q4	$187K	Hold	7,523	–	–	0.01%	176
2024 Q3	$192K	Hold	7,523	–	–	0.01%	184
2024 Q2	$186K	Buy	7,523 +2,014	+37%	+$49.7K	0.02%	185
2024 Q1	$137K	Buy	5,509 +3,197	+138%	+$79.6K	0.01%	191
2023 Q4	$58K	Hold	2,312	–	–	0.01%	192
2023 Q3	$55.6K	Hold	2,312	–	–	0.01%	185
2023 Q2	$56.6K	Hold	2,312	–	–	0.01%	184
2023 Q1	$57.7K	Hold	2,312	–	–	0.01%	187
2022 Q4	$56.2K	Hold	2,312	–	–	0.01%	175
2022 Q3	$55K	Buy	+2,312	New	+$57.7K	0.01%	169

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

Phillips Financial Management's IBDT Position: Q2 2026 in Review

Phillips Financial Management held its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) position steady in Q2 2026 at 7,523 shares worth $190K. The position accounts for 0.01% of the portfolio, ranked #210.

Phillips Financial Management first reported a position in IBDT in Q3 2022 and has held it in 16 quarters since. The position peaked at $192K in Q3 2024. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Phillips Financial Management held 7,523 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $190K as of Q2 2026.
Phillips Financial Management left its iShares iBonds Dec 2028 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.01% of Phillips Financial Management's portfolio in Q2 2026, its #210 holding.
Phillips Financial Management first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q3 2022 and has held it in 16 quarters since.
Phillips Financial Management's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $192K in Q3 2024.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.