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 Q3	$2.23M	Buy	89,381 +37,087	+71%	+$932K	0.03%	248
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

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

TABR Capital Management Orange, California $136M AUM 24.56% 1-Year Est. Return

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return

Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

SignatureFD's IBDT Position: Q3 2026 in Review

SignatureFD increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 71% in Q3 2026, buying an estimated $932K and bringing the position to 89,381 shares worth $2.23M. The position accounts for 0.03% of the portfolio, ranked #248.

SignatureFD first reported a position in IBDT in Q2 2024 and has held it in 8 quarters since. 150 funds tracked by Wall St. Rank hold IBDT as of Q3 2026.

SignatureFD held 89,381 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $2.23M as of Q3 2026.
SignatureFD bought 37,087 iShares iBonds Dec 2028 Term Corporate ETF shares in Q3 2026, an estimated $932K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.03% of SignatureFD's portfolio in Q3 2026, its #248 holding.
SignatureFD first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q2 2024 and has held it in 8 quarters since.
150 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.