Truepoint Inc’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Truepoint Inc’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 Q3	$445K	Buy	+17,819	New	+$448K	0.01%	123

Other funds holding IBDT

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sound View Wealth Advisors Group Savannah, Georgia $1.62B AUM 19.49% 1-Year Est. Return

Summitry LLC Foster City, California $3.2B AUM 16.18% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return

Truepoint Inc's IBDT Position: Q3 2026 in Review

Truepoint Inc opened a new position in iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q3 2026: 17,819 shares worth $445K. The stake represents 0.01% of the portfolio and ranks #123 among its holdings.

420 funds tracked by Wall St. Rank hold IBDT as of Q3 2026.

Truepoint Inc held 17,819 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $445K as of Q3 2026.
iShares iBonds Dec 2028 Term Corporate ETF was a new Truepoint Inc position in Q3 2026.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.01% of Truepoint Inc's portfolio in Q3 2026, its #123 holding.
420 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q3 2026.

Based on Truepoint Inc's 13F filing for Q3 2026, filed 12 Nov 2026.