Prime Capital Investment Advisors’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Prime Capital Investment Advisors’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	–	Sell	-17,008	Closed	-$431K	–	1110
2026 Q1	$431K	Sell	17,008 -5,308	-24%	-$135K	0.01%	709
2025 Q4	$568K	Buy	22,316 +11,775	+112%	+$300K	0.01%	611
2025 Q3	$269K	Buy	10,541 +541	+5%	+$13.8K	﹤0.01%	838
2025 Q2	$254K	Sell	10,000 -7,067	-41%	-$178K	﹤0.01%	817
2025 Q1	$431K	Buy	17,067 +8,109	+91%	+$203K	0.01%	721
2024 Q4	$223K	Buy	+8,958	New	+$225K	﹤0.01%	820

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

Prime Capital Investment Advisors's IBDT Position: Q2 2026 in Review

Prime Capital Investment Advisors sold out of iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q2 2026, closing a stake of 17,008 shares — an estimated $431K sold.

Prime Capital Investment Advisors first reported a position in IBDT in Q4 2024 and held it in 6 quarters. The position peaked at $568K in Q4 2025. 436 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Prime Capital Investment Advisors reported no remaining iShares iBonds Dec 2028 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
Prime Capital Investment Advisors sold 17,008 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $431K.
Prime Capital Investment Advisors first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2024 and held it in 6 quarters.
Prime Capital Investment Advisors's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $568K in Q4 2025.
436 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.