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Sunbelt Securities’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Sunbelt Securities’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
Q1 		$21.5K Hold
850
– – ﹤0.01% 1271
2025
Q4 		$21.6K Sell
850
-150
-15% -$3.82K ﹤0.01% 1234
2025
Q3 		$25.5K Buy
+1,000
New +$25.4K ﹤0.01% 1195
2025
Q2 		– Sell
-1,000
Closed -$25.3K – 1853
2025
Q1 		$25.3K Buy
+1,000
New +$25.1K ﹤0.01% 1067

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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Sunbelt Securities's IBDT Position: Q1 2026 in Review

Sunbelt Securities held its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) position steady in Q1 2026 at 850 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1271.

Sunbelt Securities first reported a position in IBDT in Q1 2025 and has held it in 4 quarters since. The position peaked at $25.5K in Q3 2025. 422 funds tracked by Wall St. Rank hold IBDT as of Q1 2026.

  • Sunbelt Securities held 850 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $21.5K as of Q1 2026.
  • Sunbelt Securities left its iShares iBonds Dec 2028 Term Corporate ETF share count unchanged in Q1 2026.
  • iShares iBonds Dec 2028 Term Corporate ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1271 holding.
  • Sunbelt Securities first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2025 and has held it in 4 quarters since.
  • Sunbelt Securities's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $25.5K in Q3 2025.
  • 422 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.