Stephens Consulting’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Stephens Consulting’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	$33.3K	Hold	1,309	–	–	0.01%	164
2025 Q3	$33.4K	Hold	1,309	–	–	0.01%	159
2025 Q2	$33.3K	Hold	1,309	–	–	0.01%	221
2025 Q1	$33.1K	Hold	1,309	–	–	0.01%	221
2024 Q4	$32.6K	Hold	1,309	–	–	0.01%	216
2024 Q3	$33.4K	Hold	1,309	–	–	0.01%	218
2024 Q2	$32.4K	Hold	1,309	–	–	0.01%	218
2024 Q1	$32.6K	Hold	1,309	–	–	0.01%	210
2023 Q4	$32.8K	Hold	1,309	–	–	0.01%	214
2023 Q3	$31.5K	Hold	1,309	–	–	0.01%	214
2023 Q2	$32.1K	Hold	1,309	–	–	0.01%	206
2023 Q1	$32.6K	Buy	+1,309	New	+$32.3K	0.02%	212

Other funds holding IBDT

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stephens Consulting's IBDT Position: Q4 2025 in Review

Stephens Consulting held its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) position steady in Q4 2025 at 1,309 shares worth $33.3K. The position accounts for 0.01% of the portfolio, ranked #164.

Stephens Consulting first reported a position in IBDT in Q1 2023 and has held it in 12 quarters since. The position peaked at $33.4K in Q3 2024. 411 funds tracked by Wall St. Rank hold IBDT as of Q4 2025.

Stephens Consulting held 1,309 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $33.3K as of Q4 2025.
Stephens Consulting left its iShares iBonds Dec 2028 Term Corporate ETF share count unchanged in Q4 2025.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.01% of Stephens Consulting's portfolio in Q4 2025, its #164 holding.
Stephens Consulting first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2023 and has held it in 12 quarters since.
Stephens Consulting's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $33.4K in Q3 2024.
411 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.