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Retirement Income Solutions’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Retirement Income Solutions’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
Q1 		– Sell
-7,858
Closed -$200K – 176
2025
Q4 		$200K Buy
+7,858
New +$200K 0.03% 169

Other funds holding IBDT

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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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Retirement Income Solutions's IBDT Position: Q1 2026 in Review

Retirement Income Solutions sold out of iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q1 2026, closing a stake of 7,858 shares — an estimated $200K sold.

Retirement Income Solutions first reported a position in IBDT in Q4 2025 and held it in 1 quarter. The position peaked at $200K in Q4 2025. 424 funds tracked by Wall St. Rank hold IBDT as of Q1 2026.

  • Retirement Income Solutions reported no remaining iShares iBonds Dec 2028 Term Corporate ETF position as of Q1 2026 after selling out during the quarter.
  • Retirement Income Solutions sold 7,858 iShares iBonds Dec 2028 Term Corporate ETF shares in Q1 2026, an estimated $200K.
  • Retirement Income Solutions first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2025 and held it in 1 quarter.
  • Retirement Income Solutions's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $200K in Q4 2025.
  • 424 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q1 2026.

Based on Retirement Income Solutions's 13F filing for Q1 2026, filed 4 May 2026.