Strata Wealth Advisors’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Strata Wealth 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
2025 Q4	–	Sell	-14,617	Closed	-$373K	–	98
2025 Q3	$373K	Hold	14,617	–	–	0.1%	69
2025 Q2	$372K	Hold	14,617	–	–	0.1%	57
2025 Q1	$369K	Hold	14,617	–	–	0.11%	55
2024 Q4	$364K	Hold	14,617	–	–	0.11%	58
2024 Q3	$373K	Hold	14,617	–	–	0.12%	55
2024 Q2	$362K	Hold	14,617	–	–	0.12%	52
2024 Q1	$364K	Hold	14,617	–	–	0.13%	56
2023 Q4	$367K	Buy	14,617 +52	+0.4%	+$1.26K	0.14%	53
2023 Q3	$350K	Buy	+14,565	New	+$354K	0.17%	39
2023 Q1	$356K	Buy	14,269 +92	+0.6%	+$2.27K	0.18%	40
2022 Q4	$344K	Buy	+14,177	New	+$342K	0.19%	39

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

Strata Wealth Advisors's IBDT Position: Q4 2025 in Review

Strata Wealth Advisors sold out of iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q4 2025, closing a stake of 14,617 shares — an estimated $373K sold.

Strata Wealth Advisors first reported a position in IBDT in Q4 2022 and held it in 11 quarters. The position peaked at $373K in Q3 2024. 411 funds tracked by Wall St. Rank hold IBDT as of Q4 2025.

Strata Wealth Advisors reported no remaining iShares iBonds Dec 2028 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
Strata Wealth Advisors sold 14,617 iShares iBonds Dec 2028 Term Corporate ETF shares in Q4 2025, an estimated $373K.
Strata Wealth Advisors first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2022 and held it in 11 quarters.
Strata Wealth Advisors's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $373K in Q3 2024.
411 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q4 2025.

Based on Strata Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.