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

Strid 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	$13.5M	Buy	533,967 +148,904	+39%	+$3.76M	1.5%	12
2026 Q1	$9.75M	Buy	385,063 +87,309	+29%	+$2.22M	1.21%	14
2025 Q4	$7.58M	Buy	297,754 +95,554	+47%	+$2.43M	0.94%	15
2025 Q3	$5.16M	Buy	202,200 +567	+0.3%	+$14.4K	0.66%	19
2025 Q2	$5.13M	Buy	201,633 +80,243	+66%	+$2.02M	0.72%	17
2025 Q1	$3.07M	Buy	121,390 +62,391	+106%	+$1.56M	0.48%	20
2024 Q4	$1.47M	Buy	58,999 +22,351	+61%	+$561K	0.23%	21
2024 Q3	$936K	Buy	36,648 +16,965	+86%	+$428K	0.14%	27
2024 Q2	$488K	Buy	19,683 +1,466	+8%	+$36.1K	0.08%	40
2024 Q1	$454K	Buy	+18,217	New	+$453K	0.08%	38

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

Strid Group's IBDT Position: Q2 2026 in Review

Strid Group increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 39% in Q2 2026, buying an estimated $3.76M and bringing the position to 533,967 shares worth $13.5M. The position accounts for 1.5% of the portfolio, ranked #12.

Strid Group first reported a position in IBDT in Q1 2024 and has held it in 10 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Strid Group held 533,967 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $13.5M as of Q2 2026.
Strid Group bought 148,904 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $3.76M.
iShares iBonds Dec 2028 Term Corporate ETF made up 1.5% of Strid Group's portfolio in Q2 2026, its #12 holding.
Strid Group first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Strid Group's 13F filing for Q2 2026, filed 23 Jul 2026.