Smith, Moore & Co’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Smith, Moore & 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 Q1	$1.45M	Sell	57,426 -6,240	-10%	-$159K	0.11%	162
2025 Q4	$1.62M	Buy	63,666 +7,502	+13%	+$191K	0.12%	145
2025 Q3	$1.43M	Buy	56,164 +3,271	+6%	+$83.1K	0.11%	158
2025 Q2	$1.34M	Sell	52,893 -2,350	-4%	-$59.2K	0.11%	160
2025 Q1	$1.4M	Buy	55,243 +1,802	+3%	+$45.2K	0.13%	154
2024 Q4	$1.33M	Buy	53,441 +35,655	+200%	+$895K	0.12%	151
2024 Q3	$454K	Buy	17,786 +2,039	+13%	+$51.4K	0.04%	291
2024 Q2	$390K	Buy	15,747 +375	+2%	+$9.24K	0.04%	303
2024 Q1	$383K	Buy	15,372 +4,549	+42%	+$113K	0.04%	306
2023 Q4	$272K	Buy	+10,823	New	+$263K	0.03%	342

Other funds holding IBDT

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return