Regions Financial Corp’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Regions Financial Corp’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	$4.04M	Buy	160,134 +1,331	+0.8%	+$33.6K	0.02%	256
2026 Q1	$4.02M	Buy	158,803 +24,885	+19%	+$633K	0.03%	256
2025 Q4	$3.41M	Buy	133,918 +95,367	+247%	+$2.43M	0.02%	296
2025 Q3	$984K	Buy	38,551 +3,214	+9%	+$81.7K	0.01%	503
2025 Q2	$898K	Buy	35,337 +2,598	+8%	+$65.5K	0.01%	507
2025 Q1	$827K	Buy	32,739 +21,074	+181%	+$528K	0.01%	504
2024 Q4	$290K	Buy	11,665 +496	+4%	+$12.5K	﹤0.01%	709
2024 Q3	$285K	Buy	11,169 +2,338	+26%	+$59K	﹤0.01%	723
2024 Q2	$219K	Buy	+8,831	New	+$218K	﹤0.01%	769

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

Regions Financial Corp's IBDT Position: Q2 2026 in Review

Regions Financial Corp increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 0.84% in Q2 2026, buying an estimated $33.6K and bringing the position to 160,134 shares worth $4.04M. The position accounts for 0.02% of the portfolio, ranked #256.

Regions Financial Corp first reported a position in IBDT in Q2 2024 and has held it in 9 quarters since. 436 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Regions Financial Corp held 160,134 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $4.04M as of Q2 2026.
Regions Financial Corp bought 1,331 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $33.6K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.02% of Regions Financial Corp's portfolio in Q2 2026, its #256 holding.
Regions Financial Corp first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q2 2024 and has held it in 9 quarters since.
436 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Regions Financial Corp's 13F filing for Q2 2026, filed 10 Aug 2026.