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Rossby Financial’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Rossby Financial’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
2025
Q2 		– Sell
-506
Closed -$12.8K – 1257
2025
Q1 		$12.8K Buy
+506
New +$12.7K 0.01% 683

Other funds holding IBDT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Rossby Financial's IBDT Position: Q2 2025 in Review

Rossby Financial sold out of iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q2 2025, closing a stake of 506 shares — an estimated $12.8K sold.

Rossby Financial first reported a position in IBDT in Q1 2025 and held it in 1 quarter. The position peaked at $12.8K in Q1 2025. 361 funds tracked by Wall St. Rank hold IBDT as of Q2 2025.

  • Rossby Financial reported no remaining iShares iBonds Dec 2028 Term Corporate ETF position as of Q2 2025 after selling out during the quarter.
  • Rossby Financial sold 506 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2025, an estimated $12.8K.
  • Rossby Financial first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2025 and held it in 1 quarter.
  • Rossby Financial's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $12.8K in Q1 2025.
  • 361 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2025.

Based on Rossby Financial's 13F filing for Q2 2025, filed 1 Aug 2025.