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Three Bearings Fiduciary Advisors’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Three Bearings Fiduciary 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
2026
Q2 		$24.6K Hold
974
– – 0.02% 101
2026
Q1 		$24.7K Hold
974
– – 0.02% 98
2025
Q4 		$24.9K Buy
+974
New +$24.8K 0.02% 101

Other funds holding IBDT

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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

Three Bearings Fiduciary Advisors's IBDT Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors held its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) position steady in Q2 2026 at 974 shares worth $24.6K. The position accounts for 0.02% of the portfolio, ranked #101.

Three Bearings Fiduciary Advisors first reported a position in IBDT in Q4 2025 and has held it in 3 quarters since. The position peaked at $24.9K in Q4 2025. 299 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

  • Three Bearings Fiduciary Advisors held 974 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $24.6K as of Q2 2026.
  • Three Bearings Fiduciary Advisors left its iShares iBonds Dec 2028 Term Corporate ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 0.02% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #101 holding.
  • Three Bearings Fiduciary Advisors first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • Three Bearings Fiduciary Advisors's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $24.9K in Q4 2025.
  • 299 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.