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Ritholtz Wealth Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Ritholtz Wealth Management’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
-17,750
Closed -$451K – 1075
2025
Q2 		$451K Sell
17,750
-800
-4% -$20.2K 0.01% 668
2025
Q1 		$469K Hold
18,550
– – 0.01% 611
2024
Q4 		$462K Buy
18,550
+2,800
+18% +$70.3K 0.01% 587
2024
Q3 		$402K Hold
15,750
– – 0.01% 627
2024
Q2 		$390K Hold
15,750
– – 0.01% 592
2024
Q1 		$392K Buy
15,750
+1,375
+10% +$34.2K 0.01% 573
2023
Q4 		$361K Hold
14,375
– – 0.01% 560
2023
Q3 		$345K Buy
14,375
+5,225
+57% +$127K 0.02% 524
2023
Q2 		$224K Buy
+9,150
New +$226K 0.01% 603

Other funds holding IBDT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $25.5B AUM 19.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return