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RFP Financial Group’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

RFP Financial Group’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
2025
Q3 		– Sell
-14,692
Closed -$373K – 106
2025
Q2 		$373K Sell
14,692
-16,131
-52% -$407K 0.15% 72
2025
Q1 		$779K Buy
+30,823
New +$772K 0.31% 51

Other funds holding IBDT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
VBFG
Vishria Bird Financial Group Memphis, Tennessee $510M AUM 12.05% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RFP Financial Group's IBDT Position: Q3 2025 in Review

RFP Financial Group sold out of iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q3 2025, closing a stake of 14,692 shares — an estimated $373K sold.

RFP Financial Group first reported a position in IBDT in Q1 2025 and held it in 2 quarters. The position peaked at $779K in Q1 2025. 382 funds tracked by Wall St. Rank hold IBDT as of Q3 2025.

  • RFP Financial Group reported no remaining iShares iBonds Dec 2028 Term Corporate ETF position as of Q3 2025 after selling out during the quarter.
  • RFP Financial Group sold 14,692 iShares iBonds Dec 2028 Term Corporate ETF shares in Q3 2025, an estimated $373K.
  • RFP Financial Group first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2025 and held it in 2 quarters.
  • RFP Financial Group's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $779K in Q1 2025.
  • 382 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q3 2025.

Based on RFP Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.