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

Sanctuary Advisors’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	$15.5M	Buy	612,638 +38,324	+7%	+$968K	0.07%	280
2026 Q1	$14.5M	Buy	574,314 +27,848	+5%	+$708K	0.08%	268
2025 Q4	$13.9M	Buy	546,466 +217,691	+66%	+$5.55M	0.08%	267
2025 Q3	$8.39M	Buy	328,775 +21,112	+7%	+$537K	0.05%	388
2025 Q2	$7.82M	Buy	307,663 +958	+0.3%	+$24.1K	0.05%	384
2025 Q1	$7.75M	Buy	306,705 +11,816	+4%	+$296K	0.05%	349
2024 Q4	$7.39M	Buy	294,889 +21,524	+8%	+$541K	0.05%	392
2024 Q3	$6.84M	Buy	273,365 +119,197	+77%	+$3.01M	0.04%	409
2024 Q2	$3.77M	Buy	+154,168	New	+$3.8M	0.03%	555

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

Sanctuary Advisors's IBDT Position: Q2 2026 in Review

Sanctuary Advisors increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 6.7% in Q2 2026, buying an estimated $968K and bringing the position to 612,638 shares worth $15.5M. The position accounts for 0.07% of the portfolio, ranked #280.

Sanctuary Advisors first reported a position in IBDT in Q2 2024 and has held it in 9 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Sanctuary Advisors held 612,638 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $15.5M as of Q2 2026.
Sanctuary Advisors bought 38,324 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $968K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.07% of Sanctuary Advisors's portfolio in Q2 2026, its #280 holding.
Sanctuary Advisors first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q2 2024 and has held it in 9 quarters since.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.