TABR Capital Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

TABR Capital Management’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	$23.9M	Buy	946,636 +903,241	+2,081%	+$22.8M	20.37%	1
2026 Q1	$1.1M	Buy	43,395 +4,753	+12%	+$121K	1.01%	17
2025 Q4	$984K	Buy	38,642 +24,197	+168%	+$616K	0.66%	18
2025 Q3	$368K	Buy	14,445 +163	+1%	+$4.14K	0.25%	22
2025 Q2	$363K	Buy	14,282 +4,323	+43%	+$109K	0.31%	23
2025 Q1	$252K	Buy	+9,959	New	+$250K	0.26%	25

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

TABR Capital Management's IBDT Position: Q2 2026 in Review

TABR Capital Management increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 2,081% in Q2 2026, buying an estimated $22.8M and bringing the position to 946,636 shares worth $23.9M. The position accounts for 20.37% of the portfolio, ranked #1.

TABR Capital Management first reported a position in IBDT in Q1 2025 and has held it in 6 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

TABR Capital Management held 946,636 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $23.9M as of Q2 2026.
TABR Capital Management bought 903,241 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $22.8M.
iShares iBonds Dec 2028 Term Corporate ETF made up 20.37% of TABR Capital Management's portfolio in Q2 2026, its #1 holding.
TABR Capital Management first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2025 and has held it in 6 quarters since.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on TABR Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.