Snowden Capital Advisors’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Snowden Capital Advisors’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	$12.9M	Buy	509,515 +4,110	+0.8%	+$104K	0.3%	60
2026 Q1	$12.8M	Buy	505,405 +118	+0%	+$3K	0.34%	55
2025 Q4	$12.9M	Buy	505,287 +11,749	+2%	+$299K	0.33%	54
2025 Q3	$12.6M	Buy	493,538 +3,723	+0.8%	+$94.6K	0.34%	51
2025 Q2	$12.5M	Sell	489,815 -465	-0.1%	-$11.7K	0.37%	53
2025 Q1	$12.4M	Buy	490,280 +23,631	+5%	+$592K	0.4%	47
2024 Q4	$11.6M	Buy	466,649 +11,418	+3%	+$287K	0.36%	51
2024 Q3	$11.6M	Buy	455,231 +230,118	+102%	+$5.8M	0.35%	57
2024 Q2	$5.58M	Buy	225,113 +20,849	+10%	+$514K	0.17%	149
2024 Q1	$5.09M	Buy	204,264 +81,156	+66%	+$2.02M	0.16%	173
2023 Q4	$3.09M	Buy	123,108 +27,275	+28%	+$662K	0.12%	221
2023 Q3	$2.3M	Buy	95,833 +43,269	+82%	+$1.05M	0.1%	255
2023 Q2	$1.29M	Buy	52,564 +18,077	+52%	+$447K	0.05%	394
2023 Q1	$860K	Buy	34,487 +6,912	+25%	+$171K	0.03%	498
2022 Q4	$670K	Buy	27,575 +11,458	+71%	+$276K	0.03%	581
2022 Q3	$383K	Buy	16,117 +7	+0%	+$175	0.02%	773
2022 Q2	$402K	Buy	+16,110	New	+$408K	0.02%	732

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

Snowden Capital Advisors's IBDT Position: Q2 2026 in Review

Snowden Capital Advisors increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 0.81% in Q2 2026, buying an estimated $104K and bringing the position to 509,515 shares worth $12.9M. The position accounts for 0.3% of the portfolio, ranked #60.

Snowden Capital Advisors first reported a position in IBDT in Q2 2022 and has held it in 17 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Snowden Capital Advisors held 509,515 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $12.9M as of Q2 2026.
Snowden Capital Advisors bought 4,110 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $104K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.3% of Snowden Capital Advisors's portfolio in Q2 2026, its #60 holding.
Snowden Capital Advisors first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q2 2022 and has held it in 17 quarters since.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Snowden Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.