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 Q2	$1.69M	Buy	66,756 +1,910	+3%	+$48.2K	0.32%	62
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 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

Scissortail Wealth Management's IBDT Position: Q2 2026 in Review

Scissortail Wealth Management increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 2.9% in Q2 2026, buying an estimated $48.2K and bringing the position to 66,756 shares worth $1.69M. The position accounts for 0.32% of the portfolio, ranked #62.

Scissortail Wealth Management first reported a position in IBDT in Q4 2023 and has held it in 11 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Scissortail Wealth Management held 66,756 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $1.69M as of Q2 2026.
Scissortail Wealth Management bought 1,910 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $48.2K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.32% of Scissortail Wealth Management's portfolio in Q2 2026, its #62 holding.
Scissortail Wealth Management first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Scissortail Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.