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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
Q3 		$29.8M Sell
1,195,531
-11,149
-0.9% -$280K 1.92% 15
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

WCM
Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return
I
InvesTrust Oklahoma City, Oklahoma $247M AUM 20.94% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
VWMG
Virginia Wealth Management Group Virginia Beach, Virginia $203M AUM 11.26% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return
IA
IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

RVW Wealth's IBDT Position: Q3 2026 in Review

RVW Wealth reduced its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 0.92% in Q3 2026, selling an estimated $280K and leaving 1,195,531 shares worth $29.8M. The position accounts for 1.92% of the portfolio, ranked #15.

RVW Wealth first reported a position in IBDT in Q4 2021 and has held it in 20 quarters since. The position peaked at $30.5M in Q2 2026. 51 funds tracked by Wall St. Rank hold IBDT as of Q3 2026.

  • RVW Wealth held 1,195,531 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $29.8M as of Q3 2026.
  • RVW Wealth sold 11,149 iShares iBonds Dec 2028 Term Corporate ETF shares in Q3 2026, an estimated $280K.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 1.92% of RVW Wealth's portfolio in Q3 2026, its #15 holding.
  • RVW Wealth first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2021 and has held it in 20 quarters since.
  • RVW Wealth's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $30.5M in Q2 2026.
  • 51 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.