Sowell Financial Services’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Sowell Financial Services’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	$4.6M	Buy	182,120 +675	+0.4%	+$17K	0.15%	142
2026 Q1	$4.6M	Buy	181,445 +6,790	+4%	+$173K	0.17%	123
2025 Q4	$4.45M	Buy	174,655 +12,800	+8%	+$326K	0.16%	126
2025 Q3	$4.13M	Buy	161,855 +15,530	+11%	+$395K	0.16%	127
2025 Q2	$3.72M	Sell	146,325 -20	-0%	-$504	0.15%	140
2025 Q1	$3.7M	Buy	146,345 +8,485	+6%	+$213K	0.17%	127
2024 Q4	$3.43M	Buy	+137,860	New	+$3.46M	0.18%	130
2021 Q2	–	Sell	-940	Closed	-$27K	–	1518
2021 Q1	$27K	Buy	+940	New	+$27.2K	﹤0.01%	1917

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

Sowell Financial Services's IBDT Position: Q2 2026 in Review

Sowell Financial Services increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 0.37% in Q2 2026, buying an estimated $17K and bringing the position to 182,120 shares worth $4.6M. The position accounts for 0.15% of the portfolio, ranked #142.

Sowell Financial Services first reported a position in IBDT in Q1 2021 and has held it in 8 quarters since. 436 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Sowell Financial Services held 182,120 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $4.6M as of Q2 2026.
Sowell Financial Services bought 675 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $17K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.15% of Sowell Financial Services's portfolio in Q2 2026, its #142 holding.
Sowell Financial Services first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2021 and has held it in 8 quarters since.
436 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.