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S.E.E.D. Planning Group’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

S.E.E.D. Planning Group’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 		$424K Sell
16,967
-997
-6% -$25K 0.1% 77
2026
Q2 		$454K Buy
+17,964
New +$454K 0.12% 75

Other funds holding IBDT

RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 7.98% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

S.E.E.D. Planning Group's IBDT Position: Q3 2026 in Review

S.E.E.D. Planning Group reduced its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 5.5% in Q3 2026, selling an estimated $25K and leaving 16,967 shares worth $424K. The position accounts for 0.1% of the portfolio, ranked #77.

S.E.E.D. Planning Group first reported a position in IBDT in Q2 2026 and has held it in 2 quarters since. The position peaked at $454K in Q2 2026. 17 funds tracked by Wall St. Rank hold IBDT as of Q3 2026.

  • S.E.E.D. Planning Group held 16,967 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $424K as of Q3 2026.
  • S.E.E.D. Planning Group sold 997 iShares iBonds Dec 2028 Term Corporate ETF shares in Q3 2026, an estimated $25K.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 0.1% of S.E.E.D. Planning Group's portfolio in Q3 2026, its #77 holding.
  • S.E.E.D. Planning Group first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q2 2026 and has held it in 2 quarters since.
  • S.E.E.D. Planning Group's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $454K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q3 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q3 2026, filed 7 Oct 2026.