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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
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

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $202M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

SageView Advisory Group's IBDT Position: Q4 2025 in Review

SageView Advisory Group increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 55% in Q4 2025, buying an estimated $115K and bringing the position to 12,654 shares worth $322K. The position accounts for 0.01% of the portfolio, ranked #464.

SageView Advisory Group first reported a position in IBDT in Q3 2025 and has held it in 2 quarters since. 411 funds tracked by Wall St. Rank hold IBDT as of Q4 2025.

  • SageView Advisory Group held 12,654 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $322K as of Q4 2025.
  • SageView Advisory Group bought 4,503 iShares iBonds Dec 2028 Term Corporate ETF shares in Q4 2025, an estimated $115K.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #464 holding.
  • SageView Advisory Group first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q3 2025 and has held it in 2 quarters since.
  • 411 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.