Roble Belko & Company’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Roble Belko & Company’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	$3.13M	Buy	124,054 +31,624	+34%	+$799K	0.34%	36
2026 Q1	$2.34M	Buy	92,430 +65,608	+245%	+$1.67M	0.3%	41
2025 Q4	$683K	Buy	26,822 +3,926	+17%	+$100K	0.09%	69
2025 Q3	$584K	Buy	22,896 +978	+4%	+$24.9K	0.08%	74
2025 Q2	$557K	Hold	21,918	–	–	0.08%	74
2025 Q1	$554K	Buy	21,918 +2,806	+15%	+$70.3K	0.09%	70
2024 Q4	$476K	Buy	19,112 +3,589	+23%	+$90.1K	0.08%	77
2024 Q3	$396K	Buy	15,523 +712	+5%	+$18K	0.06%	80
2024 Q2	$367K	Buy	14,811 +1,472	+11%	+$36.3K	0.06%	80
2024 Q1	$332K	Hold	13,339	–	–	0.06%	85
2023 Q4	$335K	Buy	13,339 +1,004	+8%	+$24.4K	0.06%	73
2023 Q3	$296K	Buy	12,335 +1,218	+11%	+$29.6K	0.06%	74
2023 Q2	$272K	Buy	11,117 +2,021	+22%	+$50K	0.05%	74
2023 Q1	$227K	Hold	9,096	–	–	0.05%	87
2022 Q4	$221K	Hold	9,096	–	–	0.05%	90
2022 Q3	$216K	Hold	9,096	–	–	0.05%	88
2022 Q2	$227K	Hold	9,096	–	–	0.05%	91
2022 Q1	$240K	Hold	9,096	–	–	0.05%	94
2021 Q4	$257K	Hold	9,096	–	–	0.05%	88
2021 Q3	$261K	Hold	9,096	–	–	0.05%	76
2021 Q2	$263K	Hold	9,096	–	–	0.06%	82
2021 Q1	$258K	Hold	9,096	–	–	0.06%	78
2020 Q4	$269K	Hold	9,096	–	–	0.07%	72
2020 Q3	$265K	Hold	9,096	–	–	0.08%	72
2020 Q2	$262K	Buy	+9,096	New	+$253K	0.08%	76

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

Roble Belko & Company's IBDT Position: Q2 2026 in Review

Roble Belko & Company increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 34% in Q2 2026, buying an estimated $799K and bringing the position to 124,054 shares worth $3.13M. The position accounts for 0.34% of the portfolio, ranked #36.

Roble Belko & Company first reported a position in IBDT in Q2 2020 and has held it in 25 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Roble Belko & Company held 124,054 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $3.13M as of Q2 2026.
Roble Belko & Company bought 31,624 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $799K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.34% of Roble Belko & Company's portfolio in Q2 2026, its #36 holding.
Roble Belko & Company first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q2 2020 and has held it in 25 quarters since.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.