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Steward Partners Investment Advisory’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Steward Partners Investment Advisory’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 		$402K Buy
15,940
+5
+0% +$126 ﹤0.01% 1832
2026
Q1 		$404K Sell
15,935
-2,870
-15% -$73K ﹤0.01% 1627
2025
Q4 		$479K Buy
18,805
+369
+2% +$9.4K ﹤0.01% 1451
2025
Q3 		$470K Buy
18,436
+418
+2% +$10.6K ﹤0.01% 1412
2025
Q2 		$458K Buy
18,018
+3,237
+22% +$81.6K ﹤0.01% 1344
2025
Q1 		$373K Buy
14,781
+1,233
+9% +$30.9K ﹤0.01% 1345
2024
Q4 		$337K Buy
13,548
+11,570
+585% +$291K ﹤0.01% 1343
2024
Q3 		$50.5K Buy
1,978
+405
+26% +$10.2K ﹤0.01% 2231
2024
Q2 		$39K Hold
1,573
– – ﹤0.01% 2220
2024
Q1 		$39.2K Sell
1,573
-806
-34% -$20.1K ﹤0.01% 2225
2023
Q4 		$59.7K Hold
2,379
– – ﹤0.01% 1904
2023
Q3 		$57.2K Sell
2,379
-800
-25% -$19.5K ﹤0.01% 1848
2023
Q2 		$77.9K Sell
3,179
-2,397
-43% -$59.3K ﹤0.01% 1698
2023
Q1 		$139K Sell
5,576
-1,380
-20% -$34.1K ﹤0.01% 1438
2022
Q4 		$169K Hold
6,956
– – ﹤0.01% 1321
2022
Q3 		$165K Sell
6,956
-20
-0.3% -$499 ﹤0.01% 1280
2022
Q2 		$174K Sell
6,976
-784
-10% -$19.9K ﹤0.01% 1264
2022
Q1 		$204K Hold
7,760
– – ﹤0.01% 1278
2021
Q4 		$220K Hold
7,760
– – ﹤0.01% 1273
2021
Q3 		$222K Buy
7,760
+2,160
+39% +$62.6K ﹤0.01% 1230
2021
Q2 		$162K Buy
5,600
+3,532
+171% +$101K ﹤0.01% 1701
2021
Q1 		$58.6K Hold
2,068
– – ﹤0.01% 1899
2020
Q4 		$61K Hold
2,068
– – ﹤0.01% 1571
2020
Q3 		$60K Buy
+2,068
New +$60.5K ﹤0.01% 1418

Other funds holding IBDT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lido Advisors
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
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Steward Partners Investment Advisory's IBDT Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 0.03% in Q2 2026, buying an estimated $126 and bringing the position to 15,940 shares worth $402K. The position accounts for ﹤0.01% of the portfolio, ranked #1832.

Steward Partners Investment Advisory first reported a position in IBDT in Q3 2020 and has held it in 24 quarters since. The position peaked at $479K in Q4 2025. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

  • Steward Partners Investment Advisory held 15,940 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $402K as of Q2 2026.
  • Steward Partners Investment Advisory bought 5 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $126.
  • iShares iBonds Dec 2028 Term Corporate ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1832 holding.
  • Steward Partners Investment Advisory first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q3 2020 and has held it in 24 quarters since.
  • Steward Partners Investment Advisory's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $479K in Q4 2025.
  • 435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.