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Smith Salley Wealth Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Smith Salley Wealth 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
2025
Q4 		– Sell
-12,796
Closed -$327K – 270
2025
Q3 		$327K Buy
+12,796
New +$325K 0.02% 211

Other funds holding IBDT

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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

Smith Salley Wealth Management's IBDT Position: Q4 2025 in Review

Smith Salley Wealth Management sold out of iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q4 2025, closing a stake of 12,796 shares — an estimated $327K sold.

Smith Salley Wealth Management first reported a position in IBDT in Q3 2025 and held it in 1 quarter. The position peaked at $327K in Q3 2025. 413 funds tracked by Wall St. Rank hold IBDT as of Q4 2025.

  • Smith Salley Wealth Management reported no remaining iShares iBonds Dec 2028 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Smith Salley Wealth Management sold 12,796 iShares iBonds Dec 2028 Term Corporate ETF shares in Q4 2025, an estimated $327K.
  • Smith Salley Wealth Management first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q3 2025 and held it in 1 quarter.
  • Smith Salley Wealth Management's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $327K in Q3 2025.
  • 413 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q4 2025.

Based on Smith Salley Wealth Management's 13F filing for Q4 2025, filed 27 Jan 2026.