Scissortail Wealth Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Scissortail Wealth Management’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 Q1	$1.64M	Buy	64,846 +9,214	+17%	+$234K	0.33%	61
2025 Q4	$1.42M	Buy	55,632 +3,950	+8%	+$101K	0.32%	57
2025 Q3	$1.32M	Buy	51,682 +685	+1%	+$17.4K	0.29%	59
2025 Q2	$1.3M	Sell	50,997 -145	-0.3%	-$3.65K	0.31%	62
2025 Q1	$1.29M	Sell	51,142 -3,193	-6%	-$80K	0.33%	63
2024 Q4	$1.35M	Buy	54,335 +54,247	+61,644%	+$1.36M	0.35%	61
2024 Q3	$1.44M	Sell	88 -56,887	-100%	-$1.43M	0.35%	61
2024 Q2	$1.41M	Sell	56,975 -780	-1%	-$19.2K	0.36%	62
2024 Q1	$1.44M	Buy	57,755 +3,699	+7%	+$92.1K	0.38%	61
2023 Q4	$1.35M	Buy	+54,056	New	+$1.31M	0.43%	54

Other funds holding IBDT

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return