Shufro Rose & Co’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Shufro Rose & Co’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	$227K	Buy	+9,000	New	+$227K	0.01%	272

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

Shufro Rose & Co's IBDT Position: Q2 2026 in Review

Shufro Rose & Co opened a new position in iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q2 2026: 9,000 shares worth $227K. The stake represents 0.01% of the portfolio and ranks #272 among its holdings.

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

Shufro Rose & Co held 9,000 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $227K as of Q2 2026.
iShares iBonds Dec 2028 Term Corporate ETF was a new Shufro Rose & Co position in Q2 2026.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.01% of Shufro Rose & Co's portfolio in Q2 2026, its #272 holding.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Shufro Rose & Co's 13F filing for Q2 2026, filed 12 Aug 2026.