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Prosperity Planning’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Prosperity Planning’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 		– Hold
0
– – – 68
2026
Q2 		– Hold
0
– – – 64
2026
Q1 		– Hold
0
– – – 66
2025
Q4 		– Hold
0
– – – 63
2025
Q3 		– Hold
0
– – – 64
2025
Q2 		– Hold
0
– – – 65
2025
Q1 		– Hold
0
– – – 64
2024
Q4 		– Hold
0
– – – 67
2024
Q3 		– Sell
-26,317
Closed -$664K – 68
2024
Q2 		$652K Buy
+26,317
New +$649K 0.22% 65
2024
Q1 		– Hold
0
– – – 68
2023
Q4 		– Hold
0
– – – 67

Other funds holding IBDT

RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 7.98% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return

Prosperity Planning's IBDT Position: Q3 2026 in Review

Prosperity Planning held its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) position steady in Q3 2026 at 0 shares worth $830K. The position accounts for 0.18% of the portfolio, ranked #68.

Prosperity Planning first reported a position in IBDT in Q2 2024 and has held it in 1 quarter since. The position peaked at $652K in Q2 2024. 17 funds tracked by Wall St. Rank hold IBDT as of Q3 2026.

  • Prosperity Planning held 0 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $830K as of Q3 2026.
  • Prosperity Planning left its iShares iBonds Dec 2028 Term Corporate ETF share count unchanged in Q3 2026.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 0.18% of Prosperity Planning's portfolio in Q3 2026, its #68 holding.
  • Prosperity Planning first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q2 2024 and has held it in 1 quarter since.
  • Prosperity Planning's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $652K in Q2 2024.
  • 17 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q3 2026.

Based on Prosperity Planning's 13F filing for Q3 2026, filed 9 Oct 2026.