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 Q2	$506K	Buy	20,048 +44	+0.2%	+$1.11K	0.3%	53
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 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

Robinson Smith Wealth Advisors's IBDT Position: Q2 2026 in Review

Robinson Smith Wealth Advisors increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 0.22% in Q2 2026, buying an estimated $1.11K and bringing the position to 20,048 shares worth $506K. The position accounts for 0.3% of the portfolio, ranked #53.

Robinson Smith Wealth Advisors first reported a position in IBDT in Q4 2023 and has held it in 11 quarters since. The position peaked at $508K in Q4 2025. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Robinson Smith Wealth Advisors held 20,048 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $506K as of Q2 2026.
Robinson Smith Wealth Advisors bought 44 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $1.11K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.3% of Robinson Smith Wealth Advisors's portfolio in Q2 2026, its #53 holding.
Robinson Smith Wealth Advisors first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
Robinson Smith Wealth Advisors's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $508K in Q4 2025.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Robinson Smith Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.