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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

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

RVW Wealth's IBDT Position: Q2 2026 in Review

RVW Wealth increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 4.1% in Q2 2026, buying an estimated $1.2M and bringing the position to 1,206,680 shares worth $30.5M. The position accounts for 2.01% of the portfolio, ranked #14.

RVW Wealth first reported a position in IBDT in Q4 2021 and has held it in 19 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

  • RVW Wealth held 1,206,680 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $30.5M as of Q2 2026.
  • RVW Wealth bought 47,454 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $1.2M.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 2.01% of RVW Wealth's portfolio in Q2 2026, its #14 holding.
  • RVW Wealth first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2021 and has held it in 19 quarters since.
  • 435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on RVW Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.