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

Sachetta’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 Q4	–	Sell	-2,000	Closed	-$51K	–	1062
2025 Q3	$51K	Hold	2,000	–	–	0.02%	260
2025 Q2	$50.8K	Hold	2,000	–	–	0.02%	252
2025 Q1	$50.5K	Hold	2,000	–	–	0.02%	250
2024 Q4	$49.8K	Hold	2,000	–	–	0.02%	261
2024 Q3	$51.1K	Sell	2,000 -700	-26%	-$17.7K	0.02%	269
2024 Q2	$67.6K	Hold	2,700	–	–	0.03%	225
2024 Q1	$67.7K	Hold	2,700	–	–	0.03%	219
2023 Q4	$67.7K	Buy	+2,700	New	+$65.6K	0.03%	219

Other funds holding IBDT

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Align Financial Hermantown, Minnesota $202M AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Sachetta's IBDT Position: Q4 2025 in Review

Sachetta sold out of iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q4 2025, closing a stake of 2,000 shares — an estimated $51K sold.

Sachetta first reported a position in IBDT in Q4 2023 and held it in 8 quarters. The position peaked at $67.7K in Q1 2024. 411 funds tracked by Wall St. Rank hold IBDT as of Q4 2025.

Sachetta reported no remaining iShares iBonds Dec 2028 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
Sachetta sold 2,000 iShares iBonds Dec 2028 Term Corporate ETF shares in Q4 2025, an estimated $51K.
Sachetta first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2023 and held it in 8 quarters.
Sachetta's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $67.7K in Q1 2024.
411 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q4 2025.

Based on Sachetta's 13F filing for Q4 2025, filed 2 Feb 2026.