Robbins Farley
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Robbins Farley’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Robbins Farley’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
Q3 		$461K Buy
18,458
+811
+5% +$20.4K 0.18% 57
2026
Q2 		$446K Buy
17,647
+41
+0.2% +$1.04K 0.17% 54
2026
Q1 		$446K Buy
17,606
+1,575
+10% +$40.1K 0.2% 54
2025
Q4 		$408K Buy
16,031
+7,857
+96% +$200K 0.19% 53
2025
Q3 		$209K Buy
8,174
+3,530
+76% +$89.7K 0.09% 61
2025
Q2 		$118K Buy
4,644
+3,960
+579% +$100K 0.05% 62
2025
Q1 		$17.3K Sell
684
-1,026
-60% -$25.7K 0.01% 98
2024
Q4 		$42.6K Buy
1,710
+72
+4% +$1.81K 0.02% 81
2024
Q3 		$41.8K Buy
1,638
+18
+1% +$454 0.02% 79
2024
Q2 		$40.1K Sell
1,620
-184
-10% -$4.54K 0.02% 77
2024
Q1 		$44.9K Hold
1,804
– – 0.02% 79
2023
Q4 		$45.3K Hold
1,804
– – 0.03% 78
2023
Q3 		$43.4K Buy
1,804
+567
+46% +$13.8K 0.03% 81
2023
Q2 		$30.3K Hold
1,237
– – 0.02% 83
2023
Q1 		$30.9K Buy
+1,237
New +$30.5K 0.02% 86

Other funds holding IBDT

Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
TABR Capital Management
TABR Capital Management Orange, California $136M AUM 24.56% 1-Year Est. Return
Windsor Capital Management
Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return
Novem Group
Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return
Ironwood Financial
Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
InvesTrust
InvesTrust Oklahoma City, Oklahoma $247M AUM 20.94% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return

Robbins Farley's IBDT Position: Q3 2026 in Review

Robbins Farley increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 4.6% in Q3 2026, buying an estimated $20.4K and bringing the position to 18,458 shares worth $461K. The position accounts for 0.18% of the portfolio, ranked #57.

Robbins Farley first reported a position in IBDT in Q1 2023 and has held it in 15 quarters since. 117 funds tracked by Wall St. Rank hold IBDT as of Q3 2026.

  • Robbins Farley held 18,458 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $461K as of Q3 2026.
  • Robbins Farley bought 811 iShares iBonds Dec 2028 Term Corporate ETF shares in Q3 2026, an estimated $20.4K.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 0.18% of Robbins Farley's portfolio in Q3 2026, its #57 holding.
  • Robbins Farley first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2023 and has held it in 15 quarters since.
  • 117 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q3 2026.

Based on Robbins Farley's 13F filing for Q3 2026, filed 21 Oct 2026.