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

Scott Capital 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	$230K	Buy	+9,117	New	+$230K	0.04%	62

Other funds holding IBDT

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Scott Capital Advisors's IBDT Position: Q2 2026 in Review

Scott Capital Advisors opened a new position in iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q2 2026: 9,117 shares worth $230K. The stake represents 0.04% of the portfolio and ranks #62 among its holdings.

151 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Scott Capital Advisors held 9,117 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $230K as of Q2 2026.
iShares iBonds Dec 2028 Term Corporate ETF was a new Scott Capital Advisors position in Q2 2026.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.04% of Scott Capital Advisors's portfolio in Q2 2026, its #62 holding.
151 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Scott Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.