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RVW Wealth’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

RVW Wealth’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 		$30.5M Buy
1,206,680
+47,454
+4% +$1.2M 2.01% 14
2026
Q1 		$29.4M Buy
1,159,226
+70,569
+6% +$1.79M 2.29% 12
2025
Q4 		$27.7M Buy
1,088,657
+108,285
+11% +$2.76M 2.12% 15
2025
Q3 		$25M Buy
980,372
+13,791
+1% +$351K 1.95% 17
2025
Q2 		$24.6M Buy
966,581
+77,283
+9% +$1.95M 2.09% 17
2025
Q1 		$22.5M Buy
889,298
+19,802
+2% +$496K 2.11% 16
2024
Q4 		$21.7M Buy
869,496
+62,756
+8% +$1.58M 2.02% 20
2024
Q3 		$20.6M Buy
806,740
+76,194
+10% +$1.92M 1.91% 19
2024
Q2 		$18.1M Buy
730,546
+82,835
+13% +$2.04M 1.81% 21
2024
Q1 		$16.1M Buy
647,711
+12,756
+2% +$317K 1.66% 25
2023
Q4 		$15.9M Buy
634,955
+612,139
+2,683% +$14.9M 1.75% 24
2023
Q3 		$548K Buy
22,816
+12,639
+124% +$308K 0.07% 87
2023
Q2 		$249K Sell
10,177
-807
-7% -$20K 0.03% 128
2023
Q1 		$274K Hold
10,984
– – 0.03% 119
2022
Q4 		$267K Sell
10,984
-2,704
-20% -$65.2K 0.03% 129
2022
Q3 		$326K Buy
13,688
+1,718
+14% +$42.9K 0.05% 111
2022
Q2 		$299K Buy
11,970
+590
+5% +$14.9K 0.04% 114
2022
Q1 		$300K Buy
11,380
+2,704
+31% +$73.5K 0.03% 111
2021
Q4 		$245K Buy
+8,676
New +$247K 0.03% 118

Other funds holding IBDT

HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return
I
InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
TCRG
Twin Cities Retirement Group Plymouth, Minnesota $117M AUM
MW
Members Wealth Media, Pennsylvania $182M AUM 15.09% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return