Redwood Financial Network’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Redwood Financial Network’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	$608K	Sell	24,071 -155	-0.6%	-$3.91K	0.34%	82
2026 Q1	$614K	Buy	24,226 +719	+3%	+$18.3K	0.4%	71
2025 Q4	$598K	Buy	23,507 +744	+3%	+$19K	0.38%	77
2025 Q3	$581K	Buy	22,763 +2,531	+13%	+$64.3K	0.37%	82
2025 Q2	$514K	Buy	20,232 +1,281	+7%	+$32.3K	0.35%	89
2025 Q1	$479K	Buy	18,951 +1,256	+7%	+$31.5K	0.36%	83
2024 Q4	$441K	Buy	17,695 +3,834	+28%	+$96.3K	0.33%	91
2024 Q3	$354K	Buy	13,861 +1,442	+12%	+$36.4K	0.28%	103
2024 Q2	$308K	Buy	12,419 +2,651	+27%	+$65.4K	0.26%	113
2024 Q1	$243K	Buy	9,768 +1,195	+14%	+$29.7K	0.21%	124
2023 Q4	$215K	Sell	8,573 -1,508	-15%	-$36.6K	0.21%	128
2023 Q3	$242K	Sell	10,081 -2,849	-22%	-$69.3K	0.26%	118
2023 Q2	$317K	Buy	12,930 +123	+1%	+$3.04K	0.3%	103
2023 Q1	$319K	Buy	12,807 +2,649	+26%	+$65.4K	0.32%	100
2022 Q4	$247K	Buy	10,158 +118	+1%	+$2.84K	0.28%	112
2022 Q3	$239K	Buy	10,040 +74	+0.7%	+$1.85K	0.27%	111
2022 Q2	$249K	Buy	9,966 +41	+0.4%	+$1.04K	0.27%	112
2022 Q1	$261K	Buy	+9,925	New	+$270K	0.24%	121

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

Redwood Financial Network's IBDT Position: Q2 2026 in Review

Redwood Financial Network reduced its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 0.64% in Q2 2026, selling an estimated $3.91K and leaving 24,071 shares worth $608K. The position accounts for 0.34% of the portfolio, ranked #82.

Redwood Financial Network first reported a position in IBDT in Q1 2022 and has held it in 18 quarters since. The position peaked at $614K in Q1 2026. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Redwood Financial Network held 24,071 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $608K as of Q2 2026.
Redwood Financial Network sold 155 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $3.91K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.34% of Redwood Financial Network's portfolio in Q2 2026, its #82 holding.
Redwood Financial Network first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2022 and has held it in 18 quarters since.
Redwood Financial Network's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $614K in Q1 2026.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Redwood Financial Network's 13F filing for Q2 2026, filed 7 Aug 2026.