Robinson Smith Wealth Advisors’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Robinson Smith Wealth Advisors’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 Q1	$507K	Buy	20,004 +29	+0.1%	+$737	0.34%	49
2025 Q4	$508K	Buy	19,975 +339	+2%	+$8.63K	0.35%	47
2025 Q3	$501K	Buy	19,636 +41	+0.2%	+$1.04K	0.36%	47
2025 Q2	$498K	Buy	19,595 +41	+0.2%	+$1.03K	0.4%	45
2025 Q1	$494K	Buy	19,554 +988	+5%	+$24.8K	0.41%	48
2024 Q4	$462K	Hold	18,566	–	–	0.39%	48
2024 Q3	$474K	Buy	18,566 +562	+3%	+$14.2K	0.4%	52
2024 Q2	$446K	Buy	18,004 +1,353	+8%	+$33.4K	0.39%	51
2024 Q1	$415K	Buy	16,651 +7,151	+75%	+$178K	0.4%	51
2023 Q4	$238K	Buy	+9,500	New	+$231K	0.23%	78

Other funds holding IBDT

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return