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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Align Financial Hermantown, Minnesota $176M AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return