SageView Advisory Group’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

SageView Advisory 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 Q2	$330K	Hold	13,054	–	–	0.01%	471
2026 Q1	$331K	Buy	13,054 +400	+3%	+$10.2K	0.01%	445
2025 Q4	$322K	Buy	12,654 +4,503	+55%	+$115K	0.01%	464
2025 Q3	$208K	Buy	+8,151	New	+$207K	0.01%	622

Other funds holding IBDT

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

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

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

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 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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

SageView Advisory Group's IBDT Position: Q2 2026 in Review

SageView Advisory Group held its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) position steady in Q2 2026 at 13,054 shares worth $330K. The position accounts for 0.01% of the portfolio, ranked #471.

SageView Advisory Group first reported a position in IBDT in Q3 2025 and has held it in 4 quarters since. The position peaked at $331K in Q1 2026. 436 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

SageView Advisory Group held 13,054 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $330K as of Q2 2026.
SageView Advisory Group left its iShares iBonds Dec 2028 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #471 holding.
SageView Advisory Group first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q3 2025 and has held it in 4 quarters since.
SageView Advisory Group's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $331K in Q1 2026.
436 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.