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Pittenger & Anderson Inc’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Pittenger & Anderson Inc’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 		$105K Buy
4,140
+1,985
+92% +$50.1K ﹤0.01% 274
2026
Q1 		$54.6K Buy
+2,155
New +$54.8K ﹤0.01% 308

Other funds holding IBDT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lido Advisors
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
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Pittenger & Anderson Inc's IBDT Position: Q2 2026 in Review

Pittenger & Anderson Inc increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 92% in Q2 2026, buying an estimated $50.1K and bringing the position to 4,140 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #274.

Pittenger & Anderson Inc first reported a position in IBDT in Q1 2026 and has held it in 2 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

  • Pittenger & Anderson Inc held 4,140 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $105K as of Q2 2026.
  • Pittenger & Anderson Inc bought 1,985 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $50.1K.
  • iShares iBonds Dec 2028 Term Corporate ETF made up ﹤0.01% of Pittenger & Anderson Inc's portfolio in Q2 2026, its #274 holding.
  • Pittenger & Anderson Inc first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2026 and has held it in 2 quarters since.
  • 435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Pittenger & Anderson Inc's 13F filing for Q2 2026, filed 27 Jul 2026.