StoneX Group’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

StoneX Group’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	$755K	Buy	29,888 +10,874	+57%	+$275K	0.03%	430
2026 Q1	$480K	Sell	19,014 -1,555	-8%	-$39.5K	0.03%	435
2025 Q4	$524K	Buy	20,569 +1,531	+8%	+$39K	0.02%	519
2025 Q3	$486K	Buy	19,038 +2,497	+15%	+$63.5K	0.02%	546
2025 Q2	$420K	Buy	16,541 +206	+1%	+$5.19K	0.02%	558
2025 Q1	$413K	Buy	16,335 +7,296	+81%	+$183K	0.02%	524
2024 Q4	$225K	Buy	9,039 +93	+1%	+$2.34K	0.01%	715
2024 Q3	$228K	Buy	+8,946	New	+$226K	0.02%	551

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

StoneX Group's IBDT Position: Q2 2026 in Review

StoneX Group increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 57% in Q2 2026, buying an estimated $275K and bringing the position to 29,888 shares worth $755K. The position accounts for 0.03% of the portfolio, ranked #430.

StoneX Group first reported a position in IBDT in Q3 2024 and has held it in 8 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

StoneX Group held 29,888 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $755K as of Q2 2026.
StoneX Group bought 10,874 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $275K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.03% of StoneX Group's portfolio in Q2 2026, its #430 holding.
StoneX Group first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q3 2024 and has held it in 8 quarters since.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.