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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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 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 Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ritholtz Wealth Management's IBDT Position: Q3 2025 in Review

Ritholtz Wealth Management sold out of iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q3 2025, closing a stake of 17,750 shares — an estimated $451K sold.

Ritholtz Wealth Management first reported a position in IBDT in Q2 2023 and held it in 9 quarters. The position peaked at $469K in Q1 2025. 382 funds tracked by Wall St. Rank hold IBDT as of Q3 2025.

Ritholtz Wealth Management reported no remaining iShares iBonds Dec 2028 Term Corporate ETF position as of Q3 2025 after selling out during the quarter.
Ritholtz Wealth Management sold 17,750 iShares iBonds Dec 2028 Term Corporate ETF shares in Q3 2025, an estimated $451K.
Ritholtz Wealth Management first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q2 2023 and held it in 9 quarters.
Ritholtz Wealth Management's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $469K in Q1 2025.
382 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q3 2025.

Based on Ritholtz Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.