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Signature Resources Capital Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Signature Resources Capital 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 		– Sell
-168
Closed -$4.25K – 720
2026
Q1 		$4.25K Buy
+168
New +$4.27K ﹤0.01% 416

Other funds holding IBDT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lido Advisors
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
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Signature Resources Capital Management's IBDT Position: Q2 2026 in Review

Signature Resources Capital Management sold out of iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q2 2026, closing a stake of 168 shares — an estimated $4.25K sold.

Signature Resources Capital Management first reported a position in IBDT in Q1 2026 and held it in 1 quarter. The position peaked at $4.25K in Q1 2026. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

  • Signature Resources Capital Management reported no remaining iShares iBonds Dec 2028 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
  • Signature Resources Capital Management sold 168 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $4.25K.
  • Signature Resources Capital Management first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2026 and held it in 1 quarter.
  • Signature Resources Capital Management's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $4.25K in Q1 2026.
  • 435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Signature Resources Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.