SignatureFD’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

SignatureFD’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	$1.32M	Buy	52,294 +13,238	+34%	+$334K	0.02%	359
2026 Q1	$989K	Buy	39,056 +30,014	+332%	+$763K	0.02%	399
2025 Q4	$230K	Buy	9,042 +207	+2%	+$5.27K	﹤0.01%	892
2025 Q3	$225K	Buy	8,835 +7,244	+455%	+$184K	﹤0.01%	901
2025 Q2	$40.4K	Hold	1,591	–	–	﹤0.01%	1699
2025 Q1	$40.2K	Buy	+1,591	New	+$39.9K	﹤0.01%	1703
2024 Q3	–	Sell	-1,000	Closed	-$24.8K	–	3280
2024 Q2	$24.8K	Buy	+1,000	New	+$24.7K	﹤0.01%	1855

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

SignatureFD's IBDT Position: Q2 2026 in Review

SignatureFD increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 34% in Q2 2026, buying an estimated $334K and bringing the position to 52,294 shares worth $1.32M. The position accounts for 0.02% of the portfolio, ranked #359.

SignatureFD first reported a position in IBDT in Q2 2024 and has held it in 7 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

SignatureFD held 52,294 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $1.32M as of Q2 2026.
SignatureFD bought 13,238 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $334K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.02% of SignatureFD's portfolio in Q2 2026, its #359 holding.
SignatureFD first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q2 2024 and has held it in 7 quarters since.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.