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Romano Brothers & Co’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Romano Brothers & Co’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 		$969K Buy
38,389
+821
+2% +$20.7K 0.1% 178
2026
Q1 		$952K Buy
37,568
+5,355
+17% +$136K 0.11% 171
2025
Q4 		$820K Buy
32,213
+18,873
+141% +$481K 0.09% 183
2025
Q3 		$340K Buy
+13,340
New +$339K 0.04% 264

Other funds holding IBDT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lido Advisors
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
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Romano Brothers & Co's IBDT Position: Q2 2026 in Review

Romano Brothers & Co increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 2.2% in Q2 2026, buying an estimated $20.7K and bringing the position to 38,389 shares worth $969K. The position accounts for 0.1% of the portfolio, ranked #178.

Romano Brothers & Co first reported a position in IBDT in Q3 2025 and has held it in 4 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

  • Romano Brothers & Co held 38,389 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $969K as of Q2 2026.
  • Romano Brothers & Co bought 821 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $20.7K.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 0.1% of Romano Brothers & Co's portfolio in Q2 2026, its #178 holding.
  • Romano Brothers & Co first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q3 2025 and has held it in 4 quarters since.
  • 435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Romano Brothers & Co's 13F filing for Q2 2026, filed 22 Jul 2026.