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 Q2	$446K	Buy	17,647 +41	+0.2%	+$1.03K	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%	+$99.8K	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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Robbins Farley's IBDT Position: Q2 2026 in Review

Robbins Farley increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 0.23% in Q2 2026, buying an estimated $1.03K and bringing the position to 17,647 shares worth $446K. The position accounts for 0.17% of the portfolio, ranked #54.

Robbins Farley first reported a position in IBDT in Q1 2023 and has held it in 14 quarters since. The position peaked at $446K in Q1 2026. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Robbins Farley held 17,647 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $446K as of Q2 2026.
Robbins Farley bought 41 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $1.03K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.17% of Robbins Farley's portfolio in Q2 2026, its #54 holding.
Robbins Farley first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2023 and has held it in 14 quarters since.
Robbins Farley's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $446K in Q1 2026.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Robbins Farley's 13F filing for Q2 2026, filed 23 Jul 2026.